Urban C. Lehner

Dec 3, 2024

All Bow Before the Almighty U.S. Dollar

Trump wants low rates and a weak dollar but, if his policies are inflationary, high Fed rates will tend to keep the dollar strong  
Oct 5, 2024

U.S. Needs a Solution to China’s Problem

Trump wants higher tariffs and Harris tax credits for new factories but risk of a China Shock 2 calls for a national strategy not mere tactics