RIP globalisation

What’s driving Trump’s Tariffs and the global economic reset?

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What’s driving Donald Trump’s tariffs? What’s the underlying political logic? Is what we’re seeing the policy of one president or does it instead reflect a much broader and longer term critique of the established economic order that’s been steadily building over the last thirty years?

I wanted to send a short note on these questions because much of what JD Vance and Donald Trump have been saying in recent days touches on arguments I made about globalisation in an earlier book.

And many of the same points, I suspect, will also be acknowledged by UK Prime Minister Keir Starmer in a major speech due to take place tomorrow, which we are hearing will be on the theme of globalisation and the new economic order that is now emerging around us.

This is one of our weekly, regular exclusive posts for our paid subscribers. As always, leave comments and let me know your thoughts. And I hope you’re having a good weekend —Matt