Tag: china

  • Resiliency vs Efficiency: A Tricky Balance

    A similar version of this article was published in the Globe and Mail on March 11, 2026 The continuing escalation of war in the Middle East and its economic repercussions are another test of how resilient the global economic system is to political shocks. In that context, Ottawa’s recent push to protect some industries, ramp…

  • Canada may have to accept higher U.S. tariffs and unthinkable concessions

    This article was published in the Globe and Mail on February 18, 2026 As the renegotiation of the U.S.-Mexico-Canada Agreement looms, game theory suggests Ottawa may have to accept higher American tariffs and make previously unthinkable concessions. The calculus has fundamentally changed. In previous negotiations, all three countries shared a commitment to the principles of free trade…

  • We can make globalization great again

    Published in the Globe and Mail on August 21st U.S. tariffs, manufacturing subsidies, and anti-immigration and isolationist policies reflect a population discontent with trade and globalization that has been growing since the financial crisis of 2008. While the U.S. government may be the loudest voice against globalization, similar nationalistic policies can be seen in many other countries,…

  • Trump is an opportunity for Ottawa to push politically difficult, but vital, policies

    (This article was published in the Globe and Mail on Nov. 21st, 2024 Most analysts are concerned about the negative impact U.S. president-elect Donald Trump’s economic policies, especially those on trade, could have on Canada. But there are also opportunities. We can turn the Trump election and the 2026 renegotiation of the United States-Mexico-Canada Agreement…