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Nicholas Sargen, Opinion Contributor

Nicholas Sargen, Opinion Contributor

The Hill

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Trump’s tariff threats raise serious questions about North American trade

If Trump proceeds down the path he is advocating, his actions could have unforeseen consequences for the global economy. 

13.12.2024 6

The Hill

Nicholas Sargen, Opinion Contributor

Trump’s Treasury nominee faces a tough balancing act

Bessent’s reputation is that he is a “fiscal hawk,” and his stated goal is to cut the federal budget deficit roughly in half to 3 percent of...

29.11.2024 10

The Hill

Nicholas Sargen, Opinion Contributor

The markets could have the final say on Trump’s tax cuts and tariffs

Financial markets could wind up as the final arbiter about whether he has gone too far. 

15.11.2024 4

The Hill

Nicholas Sargen, Opinion Contributor

Why the public dismisses Biden’s legislative accomplishments

My take is that Biden’s legislation has not been received well received principally because the American public does not see the direct benefits to...

01.11.2024 10

The Hill

Nicholas Sargen, Opinion Contributor

Trump’s tariffs pose a greater risk to markets than his tax cuts

They pose a significant threat to the global economy because of how far-reaching they are, the odds of implementation and the potential for widespread...

18.10.2024 10

The Hill

Nicholas Sargen, Opinion Contributor

China is tackling the symptoms rather than the causes of its economic problems

The problems over the past decade are structural in nature and will require fundamental reforms of the economy to put it on sounder footing.  

05.10.2024 10

The Hill

Nicholas Sargen, Opinion Contributor

Which path will the Fed take to ease monetary policy?

There is little historical experience to guide policymakers or investors, because the current economic cycle is like no other in U.S. history.

20.09.2024 9

The Hill

Nicholas Sargen, Opinion Contributor

How Harris can narrow the voter gap on the economy

To win, Harris needs to make the case to voters that they will be better off with her as president.

06.09.2024 10

The Hill

Nicholas Sargen, Opinion Contributor

Can Harris’s 'opportunity economy' win back 'Bidenomics' doubters? 

The big question for the election is whether Harris’s policies and messaging will make for good politics whatever the effect is on the economy. 

23.08.2024 7

The Hill

Nicholas Sargen, Opinion Contributor

Lessons from Reagan and Clinton can shield both parties from fiscal disaster 

Politicians on both sides are entrenched in their positions and have not learned the lessons from the Reagan and Clinton years.

09.08.2024 4

The Hill

Nicholas Sargen, Opinion Contributor

Bond traders are betting on Trump. Investors should stay on the sidelines.

Investors should park their politics at the door to be objective when making strategic investment decisions. 

26.07.2024 8

The Hill

Nicholas Sargen, Opinion Contributor

Economists aren't finding easy answers for the new era of free trade

The challenge for the economics profession is to find a way to reduce payment imbalances without resorting to unbridled protectionism that would...

12.07.2024 7

The Hill

Nicholas Sargen, Opinion Contributor

Trade war, not Russia's war, is the dollar's biggest threat

There are two scenarios, however, whereby the dollar could weaken in the next year or two.

21.06.2024 7

The Hill

Nicholas Sargen, Opinion Contributor

How the Fed can fight inflation and maintain investor confidence

With inflation currently running above 3 percent, the Fed’s principal goal today should be to finish the job and ensure that inflation returns to...

07.06.2024 5

The Hill

Nicholas Sargen, Opinion Contributor

A second Trump term could actually make inflation worse 

Weighing these considerations, investors should assess how committed Donald Trump would be to rein in inflation if he is elected president.

24.05.2024 10

The Hill

Nicholas Sargen, Opinion Contributor

A practical case for extending Trump’s corporate tax cuts

The positive effects on business investment have now been validated by empirical research.  

10.05.2024 20

The Hill

Nicholas Sargen, Opinion Contributor

Should US manufacturing policy embrace job restoration or retraining? 

An important question is unresolved: Namely, does the focus on increasing manufacturing jobs make for good economic policy?

26.04.2024 10

The Hill

Nicholas Sargen, Opinion Contributor

Are the odds of Fed interest rate cuts headed for zero?

Investors should consider whether the clock is running out for the Fed to ease policy this year. 

12.04.2024 10

The Hill

Nicholas Sargen, Opinion Contributor

Foreign investors aren’t the only ones bailing on China 

In these circumstances, the government’s attempts to bolster China’s stock and property market face a steep uphill battle. 

29.03.2024 10

The Hill

Nicholas Sargen, Opinion Contributor

Russia’s economy is better than expected, but not out of the woods

A common explanation for Russia’s favorable performance is that it has circumvented much of the impact of sanctions. 

17.03.2024 10

The Hill

Nicholas Sargen, Opinion Contributor

How concerned should investors be about the Western alliance?

If U.S. leadership wanes, investors will be compelled to consider when and how these geopolitical risks will impact financial markets.

01.03.2024 20

The Hill

Nicholas Sargen, Opinion Contributor

Renewed trade tensions with China could threaten America’s ‘Goldilocks economy’

In the event there is an escalation in the trade conflict, it could be more harmful to the U.S. economy and the global economy this time for two...

16.02.2024 30

The Hill

Nicholas Sargen, Opinion Contributor

Biden’s historic border shutdown offer sets the stage for full immigration reform

The passage of a border security bill would be monumental because it has been the most contentious issue blocking efforts to achieve comprehensive...

01.02.2024 40

The Hill

Nicholas Sargen, Opinion Contributor

How Biden can set the record straight on his and Trump's economies

The bottom line is Biden must counter the pessimism many voters have about the American economy while he challenges the folklore about Trump’s...

26.01.2024 10

The Hill

Nicholas Sargen, Opinion Contributor

The generative AI productivity boom is coming, just don't try to guess when

The task is daunting considering the complexity and sophistication of the models deployed, the wide range of applications they serve and the inherent...

12.01.2024 10

The Hill

Nicholas Sargen, Opinion Contributor

Why investors are upbeat and voters are gloomy about the economy

What explains this disconnect?

22.12.2023 10

The Hill

Nicholas Sargen, Opinion Contributor

It’s morning again in America: Interest rate cuts are on the horizon

The Fed did not disappoint investors this time, as it signaled it was close to pivoting monetary policy.

14.12.2023 10

The Hill

Nicholas Sargen, Opinion Contributor

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