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Tariffs on! Tariffs off! Tariffs on! The latest episode in the trade war saga plus data to track the turmoil
After another week of twists and turns in the Trump trade policy roll-out, Stephen Brown from our US team and Jonas Goltermann from our Markets team are on the show to talk about what comes next. In their conversation with David Wilder they touch on:
Where tariff rates are likely to end up, even as “reciprocal” tariffs work their way through the courts;
How worried the bond market really is about the US fiscal picture;
If the US economy is continuing to show resilience in the face of higher tariffs;
Whether the post-Liberation day rally in equities has run its course.
Also on the show, Justin…
The skinny
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