Executive Summary: Introduction On October 9th, China imposed export controls on rare earth minerals and related technologies. Since then, rare earth minerals have been dominating news headlines, with many experts espousing the importance of reducing the U.S.’s dependence on China for these minerals. The Trump administration’s policies have heavily focused on rare earth minerals too; … Continue reading
Author Archives: lmoldovanu
Money Supply and the Current Account: Testing the Predictions of the AA-DD Model
Executive Summary: As part of his rationale for increasing tariffs, President Trump has focused on the U.S.’s trade deficits. Experts have long debated whether trade deficits matter; some argue a trade deficit simply signals that the region is attractive to foreign investment and has strong consumer demand, while others have instead contended that a trade … Continue reading
Betting on Trade: Prediction Markets & Tariff Uncertainty
Executive Summary: On February 1st, 2025, Trump signed an executive order imposing tariffs on imports from Mexico, Canada, and China. Two days later, Trump agreed to a 30-day pause on these trade threats. Since then, Trump has announced a myriad of tariffs, many of which he has paused or completely revoked in the following days. … Continue reading