After spending a week in Brazil, where I attended the Fourth Dilemmas for Humanity Conference in São Paulo and presented to the brightest economic policy wonks in the Global South, it was depressing to return to SA and confront the elite commentariat’s economic illiteracy. 

According to US economist Paul Krugman: “Trump’s postpause tariff regime remains the biggest trade shock in US, and I think world history … uncertainty about Trump’s policies is as big a drag on the economy as the policies themselves.” The market response to the trade shock has been to “sell America”, resulting in the simultaneous collapse of shares, bonds and the dollar. ..

Subscribe now to unlock this article.

Support BusinessLIVE’s award-winning journalism for R129 per month (digital access only).

There’s never been a more important time to support independent journalism in SA. Our subscription packages now offer an ad-free experience for readers.

Cancel anytime.

Would you like to comment on this article?
Sign up (it's quick and free) or sign in now.

Speech Bubbles

Please read our Comment Policy before commenting.