The U.S. tariff bazooka rips through global markets as investors flock to havens
Tariffs, deglobalization set to shift growth from EMs to the U.S.
Rampant inflation and booming credit are causing external imbalances
Famous last words, but this time could be different.
Unsustainable USD dominance here to stay
The yen, euro, sterling, CAD & AUD are displacing the dollar by even more.
