Anthony Rowley

United States

Japan Correspondent at Asia Asset Management

Journalist at South China Morning Post

Featured in: Favicon

scmp.com

nikkei.com Favicon

realclearpolitics.com Favicon

scroll.in

businesstimes.com.sg Favicon

institutionalinvestor.com Favicon

asiatimes.com Favicon

globalcapital.com Favicon

asiaasset.com Favicon

beamstart.com + 5 more

Articles

Macroscope | World will need to borrow its way out of Trump’s tariff mess

4 days ago | scmp.com | Anthony Rowley

While US President Donald Trump’s tariff wars might be laughably simplistic in their aim of balancing world trade, there is nothing amusing about the impact they are likely to have on the global economy. The world appears to have not fully taken this on board yet. There has been little apparent awareness, for example, in market movements of the looming systemic financial threats that could arise from growing debt.
Macroscope | Trump’s tariffs are waking Asia up from the dream of export-led growth

1 week ago | scmp.com | Anthony Rowley

Imagine driving slowly but steadily along the road towards an economic development led by domestic demand, when your navigator advises you to take a faster route via export-led growth. You duly comply – only to find the road blocked by huge tariff barriers. Your navigator then advises reversing out of the cul de sac and choosing yet another way to proceed – which will be a difficult, time-consuming and potentially expensive process, he warns. What do you do?
Dangers in financial crisis could lead to new crisis

1 week ago | asiaasset.com | Anthony Rowley

The economic impact of Trump’s tariffs and other trade measures has hogged the headlines since the US president announced his “Liberation Day” on April 2. But the story of what is happening in the global financial system as a direct and indirect result of these measures has remained largely untold. Until last week, that is, when some indications of potentially systemic financial sector problems began to emerge during the spring meetings of the International Monetary Fund and World Bank.
Macroscope | A world economy on the brink could use some win-win cooperation

2 weeks ago | scmp.com | Anthony Rowley

The global economy is like a vehicle hurtling towards the edge of a cliff, with US President Donald Trump asleep or inebriated at the wheel. Financial markets are trying to jump off before it is too late but it is not only the US leader who seems oblivious.
IMF warns geopolitical risks at highest level in decades

3 weeks ago | asiaasset.com | Anthony Rowley

Have financial markets fully discounted or priced in the impact of tariff shocks and other economic trauma that will likely be triggered by US President Donald Trump’s erratic policies? Almost certainly not, judging from the International Monetary Fund’s latest Global Financial Stability Report, which says global fallout in markets and economies will likely be widespread and prolonged.
Macroscope | IMF’s tariff warnings may be too little, too late

3 weeks ago | scmp.com | Anthony Rowley

The IMF is delivering stark warnings about the damaging impact of tariffs and other US actions on the global economy and financial markets. But it may be too little too late to avoid a financial meltdown and global recession. “Financial markets volatility is up. And trade policy uncertainty is literally off the charts,” said Kristalina Georgieva, managing director of the International Monetary Fund, in Washington for the IMF/World Bank spring meetings.
Macroscope | Trump has lit a fire under the global search for a dollar alternative

1 month ago | scmp.com | Anthony Rowley

Not with a whimper but a bang. Is this the way the global economic order ends? And, will its collapse leave behind a wasteland or pave the way for a new and more sustainable economic order? These critical questions have gone largely unanswered in the welter of comment and analysis on Donald Trump’s tariffs. We need to start seeing the wood for the trees.
Trump has lit a fire under the global search for a dollar alternative

1 month ago | flipboard.com | Anthony Rowley

NowTrump exempts phones, computers, chips from new tariffsSmartphones and computers are among many tech devices and components that will be exempted from reciprocal tariffs imposed by President Donald Trump, …6 hours agoTrump's China tariff shocks US importers. One CEO calls it 'end of days'WASHINGTON (AP) — Rick Woldenberg thought he had come up with a sure-fire plan to protect his Chicago-area educational toy company from President Donald Trump’s massive new taxes on Chinese imports.
Will the dollar pay for tariff tantrums?

1 month ago | asiaasset.com | Anthony Rowley

Compared to US stocks which have suffered recently at the hands of investors alarmed at President Donald Trump’s tariff tantrums, the dollar has thus far escaped severe punishment. But that may be poised to change, at least according to participants at a recent panel discussion at the Foreign Correspondents Club of Japan in Tokyo.
Macroscope | Trump could end up making Asia, not America, great again

1 month ago | scmp.com | Anthony Rowley

Could Donald Trump’s “Make America Great Again” policies end up instead making Asia – East Asia especially – greater than ever? Things appear to be moving in that direction as the US president’s alienating trade and tariff policies create an incentive for East Asia and Europe to move into each other’s arms.