- "The only certainty, in the short term, is more uncertainty. Markets are starting to grasp that Trump’s trade policy is not just unorthodox – it is incoherent.... What happens next depends on how the rest of the world responds."
- A new piece from me on Trump's "reciprocal" tariffs and what they mean for the global trading system – and also my first Substack post. I'll be writing more longform pieces from now on, so do consider subscribing if you're interested in future posts. open.substack.com/pub/antonspi...
