Robin is a Senior Fellow at the Brookings Institution, and formerly Chief Economist at the IIF and Chief FX Strategist at Goldman Sachs. He writes an excellent and free Substack which I highly recommend.Some of Robin’s views may be controversial, especially his argument that the PRC has more leverage over the US in the trade war because it was the very slight devaluation of the RMB against the USD just after the April 2nd tariff “Liberation Day” that was the proximate cause of the US bond market going “yippy”, which ultimately forced President Trump to back down. We had a good back and forth on that topic.
Finally had a cigar and watched... Just really solid..-
Top notch - I learned a lot from this chat and appreciate the perspectives.
Thanks much!
Fantastic episode! Very much liked the discussion around 2nd of April repercussions and what actually caused the treasury market volatility.