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Financial

Ethan McGowan

The dollar’s slide is a self-inflicted wound from tariffs, aid cuts, and fiscal drift Market confidence punished these choices, raising costs for campuses and squeezing budgets Fix it with boring credibility: a real fiscal path, rules-based trade, and strategic re-engagement

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David O'Neill

Local debt collapse and deflation push silent austerity into schools Beijing can prevent a bank crisis, not classroom payroll pain Protect operating budgets, ease family costs, and retool TVET The number that will

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Ethan McGowan

Tariff shocks don’t halt trade—they reroute it, reshaping supply chains Those shifts hit education budgets, curricula, and partnerships, demanding “diversification-ready” systems Train for regulatory and logistics literacy, hedge procurement, and build cross-border academic ties

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David O'Neill

Neural networks rarely beat simple baselines in noisy markets Finance needs transparent models that fail visibly Glass-box practices must be the default In 2025, a new Nature study on stock-market prediction reached a surprising c

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David O'Neill

Bequests and risk largely drive why households save and work Factor thinking reduces student signals to cashflow, care, schedules, and family transfers Design aid to smooth risks and protect family reserves with fast, income-based plans

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Keith Lee

Households’ inflation beliefs move more with media framing than ECB verbosity Extra, unscheduled talk can backfire; clarity, timing, and audiovisual formats anchor expectations Make communication a measurable policy tool with simple targets and state-contingent triggers

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David O'Neill

The UK–India pact swaps targeted tariff cuts for larger services and mobility gains Phased quotas protect adjustment while amplifying each side’s comparative strengths Biggest risk: an EU–India deal; move fast and fund skills to preserve advantage

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David O'Neill

Business and financial cycles require different neutral interest rates East Asian data show the gaps are often large Policy must balance growth needs with financial stability The most crucial number in monetary policy

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Ethan McGowan

Aid can raise political violence by making public office a richer prize Design fixes—timing, transparency, smaller discretion, cash or in-kind by context—reduce that risk Gaza shows the stakes: build neutral, auditable rails and protect multi-year humanitarian budget

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Ethan McGowan

Tariffs in 2025 weakened the dollar instead of strengthening it Markets priced in retaliation, limited U.S.

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David O'Neill

Tariffs act as hidden taxes, falling mainly on U.S.

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Ethan McGowan

Tariffs act as taxes, not growth tools Infant-industry logic applies only narrowly Targeted subsidies and workforce policies work better By June 2025, the United States had already collected about $93.9 billion

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David O'Neill

The dollar jumped post-election on expectations of institutional discipline April 2025 tariffs flipped that belief, boosting uncertainty and softening the dollar Education systems should hedge and budget for event-driven FX swings

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David O'Neill

Misapplied memories of past crises distort investor behavior and delay recovery Overshooting stems less from ignorance than from faulty analogies that amplify panic or euphoria Policy should focus on structural safeguards and qualified capital, not generic history lessons

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Keith Lee

Tariffs nudge prices up but can shrink Treasury coupon supply Channel tariff revenue to bills to compress term premia and enable Fed cuts Extending tax cuts swells deficits, hardens long yields, and squeezes education budgets

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Ethan McGowan

Europe must consolidate while rearming Compliance still lags; credible plans are urgent Reprioritise spending and taxes; leverage EU-level financing By July

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