Larry Brainard

Managing Director, Chief Economist
+44 20 7246 7883

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Recent Emerging Markets research

* This week, Christopher Granville, Elizabeth Johnson, Jon Harrison, Jules Bordat, Marcus Chenevix, Shumita Sharma Deveshwar, Trey McArver, 27 Mar 2017
* FX Scorecard: Reflation winners and losers, Jon Harrison, 23 Mar 2017
* The Grid, Larry Brainard, 20 Mar 2017
* This week, Bo Zhuang, Christopher Granville, Elizabeth Johnson, Jon Harrison, Shumita Sharma Deveshwar, 20 Mar 2017
* On the road in Asia: Strategy takeaways, Jon Harrison, 16 Mar 2017

See all our Emerging Markets research >>

Trump vs the ‘new globalization’: A battle the President can’t win

Overview

US-Mexican trade is dominated by global value chains – a characteristic that is important but less evident in US trade with China because of the distances involved. The very presence of such value chains makes it impossible for Trump to realize his threats to impose border taxes on Mexico without causing major damage to US manufacturing jobs. But the same cannot be said about US-China trade, which lacks such well-developed channels for trade. As a result, the risk of a worst-case...

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