Brendan Murray

Global economy faces widening strains as the war in the Mideast intensifies bloomberg.com/news/articles/… via @b_muzz @LouKCurtis

Excellent @sdonnan story on the tariff surprise of year 2. But as we continually warned throughout the end of last year @ACGeoEcon - year 2 was going to look a lot like year 1, despite what markets were hoping for.

The US and China are flipping the script. As the US tries to bring factories home, China Inc is stepping into the vacuum, investing in new production outside China. My latest @business @economics Big Take with help from colleagues around the world . bloomberg.com/news/features/…

Trump’s administration is preparing a fallback plan if the Supreme Court rules against the IEEPA tariffs. bloomberg.com/news/articles/…

Firefighters are battling a blaze on a container ship at the Port of LA, the US's busiest for maritime trade, with local residents urged to stay inside bloomberg.com/news/articles/…

Competition to accelerate maritime trade between China and Peru is heating up after a sprawling Chinese-owned port opened along the country’s Pacific coast bloomberg.com/news/articles/…

Today alone, the White House has claimed: -$8 trillion in new tariff revenue. -$4 trillion in net deficit reduction. -$5 trillion in new business investment. -Hundreds of thousands of jobs from these investments. -Record low gas prices. Each claim is completely, 100%, made-up.

Meet the Trump Shock. After decades of navigating the effects of the China Shock, the world has a new jolt to the system to deal with. Here comes a global economy shaped by two colliding shocks. Our new @business @ @economics Big Take: bloomberg.com/news/features/…

Trump’s frenzied tariff barrage has been marked by reversals and faulty rollouts, baffling US trading partners and businesses while raising questions about the aims of his signature policy trib.al/Et7mhiD

China's exporters warn that US consumers will share their tariff pain trib.al/2v1Yzef

Excellent story from ⁦@sdonnan⁩ on how Trump wants use tariffs to raise revenue. This should not be a surprise - they’ve been clear on this. There may be a rude awakening on Wall Street when markets realize not all tariff threats are negotiation. bloomberg.com/news/articles/…

In May 2019 when Trump threatened tariffs on Mexico, as he is now, policymakers at the Federal Reserve quickly started hearing from businesses. Their takeaway: The threat alone hurt US growth. A gift link to our @business @economics Big Take: bloomberg.com/news/features/…

Trump's first-term tariffs hit US growth & newly-released transcripts from 2019 show the Fed growing increasingly anxious about the impact on the US economy. My latest @business @economics @bpolitics #BigTake with colleagues @catarinasaraiva & @b_muzz: bloomberg.com/news/features/…

Trump used his first term to redefine national security as a justification for tariffs. His second term appears set to redefine what constitutes an emergency… My take this inauguration morning for @business’ Supply Lines newsletter: bloomberg.com/news/newslette…

Members of Trump’s team are discussing slowly ramping up tariffs month by month, a gradual approach aimed at boosting negotiating leverage while helping avoid a spike in inflation The proposal has not yet been presented to Trump w/ @jendeben bloomberg.com/news/articles/…

A week before Trump fired off a tariff threat on his neighbors, Trudeau & Sheinbaum conferred in person about that scenario. Would they join forces or would it be every person for themselves? The evidence is pointing to the latter. bloomberg.com/news/articles/… @btaplatt @mayaaverbuch

Breaking: unwelcome news for Keir Starmer ahead of the investment summit on Monday DP World, owner of P&O Ferries, was due to announce £1 billion investment but they've put it under review after govt called P&O a 'rogue employer' and 'exploitative' 1/ tinyurl.com/yc42972h

Neil King was an extraordinarily talented journalist. Working alongside him was the privilege of a lifetime. But his time after leaving a newsroom left me even more awestruck — by his courage, clarity and beautiful writing. A 🧵with some of my favorites washingtonpost.com/obituaries/202…

We are thrilled to announce the #opening of our largest #Logistics & #Services facility in Jeddah Islamic Port, Saudi Arabia!🌍 A $250M investment in 225,000 sqm, driving #sustainable growth and contributing to Saudi Vision 2030. Read more here👉lnkd.in/dkwWhFQr #maersk

Despite worries about a softening economy, the busiest US port complex — Los Angeles and Long Beach — is processing import volumes near the highs set during the pandemic trib.al/a5NYjZV