The Latest Breaking News from Robin Brooks

"This is now the second instance where markets are trading tariffs as backfiring on the US, not on the rest of the world."

"The fact that the 30-year Treasury yield didn’t fall immediately is weird and worrying. It took very weak payrolls to finally do that."

Despite a prevailing “Dollar negative” sentiment among market analysts, the U.S. Dollar Index has remained remarkably stable for the past five months, leading one prominent expert to declare, “the Dollar fall is over.” This assertion challenges the consensus view, which often overlooks periods of consolidation in favor of narrative-driven predictions.

“Trump can squeeze the Russians; he seems to forget that the United States holds the cards, not Moscow.”