Can Turkey fix itself under Erdogan?
The unfortunate answer is no - Turkey won't fix itself until Erdogan is gone
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Robin J Brooks
China's export machine is really hurting
US tariffs are diverting a flood of Chinese goods to countries all around the world
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Robin J Brooks
9
Fed Independence and the Dollar
The Dollar has ignored mounting pressure on the Fed and is up 2 percent this month
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Robin J Brooks
3
The tariff inflation shock starts to hit
Core goods inflation in the US is MUCH higher than it normally is at this time of year
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Robin J Brooks
2
Japan's crazy low government bond yields
Japan's long-term yields are up, but they're still crazy low given the massive debt pile
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Robin J Brooks
3
Creating Fiscal Space in the Euro Zone
The Euro zone is locked in a stand-off over debt that benefits no one and must end
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Robin J Brooks
3
Will new tariffs weigh on the Dollar?
Markets only care about China tariffs - everything else is a sideshow and Dollar neutral
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Robin J Brooks
US tariff revenues will keep rising
China's massive transshipments to the US are temporarily holding down tariff revenues
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Robin J Brooks
6
No Erosion of US Reserve Currency Status
This week's IMF COFER data show no erosion in US Dollar reserve currency status
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Robin J Brooks
1
A Trump risk premium in long-term yields?
Long-term Treasury yields do NOT yet show any sign of a building Trump risk premium
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Robin J Brooks
2
A new all-time high for the Euro
Trade-weighted Euro is making new all-time highs every day, which will bring deflation
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Robin J Brooks
3
How big are EU transshipments to Russia?
Transshipments have fully offset the fall in direct exports from Germany to Russia
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Robin J Brooks
3
© 2025 Robin J Brooks
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