Foreigners pulled only modest amounts of capital out of the US after "Liberation Day"| robinjbrooks.substack.com
Markets are having a big debate over how much further to drive down the Dollar| robinjbrooks.substack.com
Markets are paying close attention - and pricing - rising Trump dominance of the Fed| Robin J Brooks
Leaning on the Fed won't lower Treasury yields - only better fiscal policy can do that| Robin J Brooks
Last week's flash PMIs for August point to further slowing in tariff-led inflation| Robin J Brooks
The global debt binge during COVID is causing longer-term yields to rise everywhere| Robin J Brooks
Powell yesterday opened the door to a September cut, which is now a done deal| Robin J Brooks
As markets have priced more and more rate cuts, long-term Treasury yields have risen| Robin J Brooks
Most countries have seen their safe haven characteristics worsen, but not Switzerland| Robin J Brooks
They're rising because the Bank of England isn't capping them like other central banks| Robin J Brooks
High interest rates are forcing the government to make difficult - but needed - choices| Robin J Brooks
Flows into longer-term assets, especially US equities, remain very strong through June| Robin J Brooks
A recording from Robin J Brooks's live video| Robin J Brooks
Markets price a lot of Fed cuts, but those are because of tariffs, not Trump| Robin J Brooks
US sanctions on Russian oil tankers are incredibly potent - now is the time to use them| Robin J Brooks
The US can use sanctions to shut down Russia's shadow fleet of oil tankers overnight| Robin J Brooks
Recent data have pulled the Dollar lower, underscoring that its decline is cyclical| Robin J Brooks
Markets treated yesterday's inflation print as a dovish surprise, but that's wrong| Robin J Brooks
You can't fix a structural cost shock with fiscal stimulus, but Germany is trying anyway| Robin J Brooks
Tariffs have risen substantially, yet high-frequency indicators of US growth look solid| robinjbrooks.substack.com
Markets price aggressive rate cuts from the Fed, which may reflect political pressure| Robin J Brooks
Transshipments explain all the rise in non-China exports to the US for some products| Robin J Brooks
Recession risk is muted despite Friday's large downward revisions to payrolls| robinjbrooks.substack.com
US sanctions are massively effective, but joint EU and UK sanctions also pack a punch| robinjbrooks.substack.com
After small outflows in April, foreign investors returned in record numbers in May| robinjbrooks.substack.com
US tariffs are diverting a flood of Chinese goods to countries all around the world| robinjbrooks.substack.com
Markets - and China - are very real constraints on the second Trump presidency| robinjbrooks.substack.com
US tariffs are an inflationary impulse for the US, but a deflationary one everywhere else| robinjbrooks.substack.com
The vast majority of Western sanctions on Russian oil tankers only kicked in this year| robinjbrooks.substack.com
While Kyiv burns, EU countries send a flood of goods to Russia via Central Asia| robinjbrooks.substack.com
Trump is cracking down on China's use of third countries as transshipment hubs| robinjbrooks.substack.com
Leaning on your central bank - as Turkey shows - can end in economic disaster| robinjbrooks.substack.com
It's not as weak as the headline numbers suggest...| robinjbrooks.substack.com
Most blame the falling Dollar on a Trump risk premium, but there's no evidence of that| robinjbrooks.substack.com
China is likely circumventing US tariffs by exporting to the US via third countries| robinjbrooks.substack.com
China's has begun to aggressively transship goods to the US via third countries| robinjbrooks.substack.com
By not devaluing in response to US tariffs, China allows itself to fall into deflation| robinjbrooks.substack.com
The single biggest driver of markets this year is the fact that China hasn't devalued| robinjbrooks.substack.com
Truth versus myth in the ongoing depreciation of the US Dollar| robinjbrooks.substack.com
Foreign tourist arrivals in the US - especially from Europe - remain buoyant| robinjbrooks.substack.com
The rise in US inflation is coming, several factors are just temporarily delaying it| robinjbrooks.substack.com