Report Detail Summary

Trade Policy is the Trump Administration’s Weak Link

February 21, 2017

During his presidential campaign, Donald Trump threatened to label China a currency manipulator and promised to impose a 45% tariff to undo its unfair competition. As with other policies, his position has evolved and the press is now reporting that the Trump administration is considering designating “currency manipulation” as an unfair subsidy when employed by any country. We believe that by pursuing such a policy the U.S. is going down the wrong economic path and it reaffirms our views regarding President Trump’s mercantilist trade views.

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The ValueTiming™ strategy is based on the assumption that politicians and policymakers have particular views of the world, and that they will in general adopt policy measures that are consistent with these views.

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