After the Vote: The playbook for Argentina to export more despite the 50% Section 232 tariffs and green barriers

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How to sell more and attract FDI in a world of “openness with tolls” after Javier Milei’s legislative victory on October 26, 2025. Introduction: a real opportunity in a demanding context Wider macro and trade context. Argentina’s pro‑market turn overlaps with a world that blends two seemingly opposite forces: (1) the need for more trade … Read more

Navigating Disrupted Trade Networks: U.S. Economic Growth in an Uncertain Landscape

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The Unforeseen Benefits of Global Trade Network Fracturing In the past, we have discussed three essential domestic characteristics supporting U.S. economic growth: strong household balance sheets, robust corporate balance sheets, and positive demographic trends. This article introduces a fourth pillar: the fracturing of global trade networks. Background: The Development and Decline of Global Trade Networks … Read more

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