President Trump Is Fundamentally Restructuring the International Trade Order
My Conversation at Politico’s Economy Summit
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Why Removing Iran’s Oil Threat Could Dramatically Lower Energy Prices
For decades, Iran has imposed a hidden tax on global oil markets — driving up your energy costs. This is the Iran Terror Premium—and removing it could dramatically lower prices worldwide.
Washington Times: Trump’s ‘Made in America’ order restores truth in labeling
President Trump’s latest “Made in America” executive order takes direct aim at a global shell game in which foreign producers and multinational firms disguise, stretch and outright misrepresent where their products come from.This practice ranges…
RealClearMarkets: Jerome Powell Doubles Down On Past Rate Mistakes
In holding rates steady, Jerome Powell—the worst Fed Chair since Arthur Burns—has once again let his anti-Trump animus cloud his judgment. The damage will not show up only on Wall Street. It will show up…
The Iran Terror Premium: How Iranian Geopolitical Risk Raises Oil Prices and Slows Global Growth
The Hidden Economic Cost of Iran’s Threat to Persian Gulf Energy Flows view/download full report President Trump has chosen to act in response to the imminent threat posed by Iran’s advancing nuclear weapons program, its … Read more
WSJ: Iran War Will Lower Energy Prices
President Trump’s decision to confront Iran’s advancing nuclear program, stockpiles of ballistic missiles, and promotion of terrorism addresses an urgent national-security threat. It also tackles an overlooked problem: For more than four decades, Iran’s rogue…
RealClearMarkets: CPI Inflation Continues to Cool As Trump Economy Delivers Wage Gains
The February Consumer Price Index provides another piece of evidence that the Trump economic program is working. Inflation is not accelerating as critics predicted. Instead, it is stabilizing at levels far below the surge Americans…
RealClearMarkets: February Jobs Report — Beneath the Headlines, a Strong Labor Market
The February jobs report will inevitably produce a round of cautionary headlines. The topline figure—nonfarm payrolls declining by 92,000—will be cited as evidence that the Trump economy is weakening.That interpretation misses the larger story.To understand…
RealClearMarkets: Hot Headline, Cooler Reality — What the PPI Really Shows
The January Producer Price Index landed with a predictable media spin: “hotter than expected” and therefore proof that tariffs, Trump, and the so-called “new protectionism” are reigniting inflation. That narrative collapses under even modest scrutiny…