Our Global Head of Fixed Income and Public Policy Research Michael Zezas and Chief Asia Economist Chetan Ahya discuss the potential impact of U.S. tariffs in China and beyond.
Apr 2025
Tariffs, tensions, and trade: Trump’s gamble on China
Two weeks after Donald Trump’s sweeping tariff announcement shook global markets, he has now offered most countries a 90-day reprieve—while simultaneously escalating trade tensions with China by imposing harsher penalties. So far, China has responded by matching each tariff hike ... Show More
30m 26s
Feb 2025
Trump China Tariffs Imposed, Beijing Hits Back & Starmer's US-EU Tightrope
Your morning briefing, the business news you need in just 15 minutes.
On today's podcast:
(1) China slapped tariffs on a range of US products and announced a probe into Google moments after President Donald Trump imposed a 10% tariff on goods from Beijing, reigniting a trade war ... Show More
16m 57s
Apr 2025
Trump’s Tariffs Change Everything
President Donald Trump announced an unprecedented wave of tariffs on April 2, imposing duties as high as 54 percent on fashion imports from key manufacturing countries, including China and Vietnam, and 20 percent on goods from the EU. These measures immediately sparked panic acro ... Show More
24m 35s
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s
Apr 2025
Trump's tariffs make no sense, and will backfire hard on the US economy
In what he called "Liberation Day", Donald Trump imposed heavy tariffs on countries around the world, falsely claiming they were "reciprocal". In reality, the taxes on imports were based on the US trade deficit with other nations. Ben Norton explains how the Trump administration' ... Show More
37m 58s