Report Detail Summary

Interpreting Economic Data: Tariffs and Currency Manipulation

June 27, 2018

During his presidential campaign, Donald Trump threatened to label China a currency manipulator and promised to impose a 45% tariff to undo its unfair advantage. As with other policies, his position has evolved. The currency manipulation chat has faded from the presidentís agenda and the Trump administration is now focusing on what it considers an unfair application of tariffs to gain a comparative advantage or to protect a domestic industry.

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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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