Posts

Showing posts from April, 2020

TRADE wars OR elsE

Image
DISRUPTION ERA menurut JO: stidaknya ada 2 peristiwa terkait era DISRUPSI 1. era digitalisasi 2. era DEGLOBALISASI ala TRUMP reality shows marketwatch: Meanwhile, veteran strategist Marc Chandler seems to have “Bridge Over Troubled Water” on his playlist, and he provides our  call of the day . “People are presenting this as it’s a trade war. I don’t think this is a trade war . ” Brown Brothers Harriman’s old hand says  in a Bloomberg TV interview , as he reflects on the  Trump administration’s plans for tariffs  and the reactions in Beijing and elsewhere. Chandler doubles down on his take in a blog post. “We have been to this dance before,” he writes at his  Marc to Market blog . “Countries will respond with some symbolic retaliation on a small number of goods that make a little more than a rounding error in bilateral trade, take some measures to ensure that the defection of the U.S. does not lead to an import surge, and appeal to the conflict resolution mechanis