The Trump administration’s tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tariffs send the US into a recession? And, if so, what might that recession look like? Economist and Nobel Laureate Paul Krugman, Goldman Sachs Research’s Jan Hatzius, and American Compass’ Oren Cass speak with Goldma ... Show More
Yesterday
Why Global Bond Yields Are Surging
Government bond yields have surged to multi-decade highs across the US, UK, Germany, and Japan. George Cole, head of European Rates Strategy for Goldman Sachs Research, says there is a range of factors behind the bond sell-off—from swelling fiscal deficits and borrowing tied to i ... Show More
25m 26s
Aug 2025
Here's Why Tariffs May Deliver for Trump
US President Donald Trump’s tariff strategy is reshaping trade, diplomacy, and the American economy. The levies have sparked turmoil in financial markets, but are already bringing in billions of dollars in revenue for the US Treasury. So far, the global economy has held up better ... Show More
10m 42s
Nov 2024
Deep Dive: What Trump's Tariff Tactics Mean for the Economy
<p>President-elect Trump isn't in office yet but is already threatening tariffs against key trading partners: Mexico, Canada, and China. As tensions rise, industries from automobiles to agriculture are bracing for potential price hikes and disruptions. We explore how these tariff ... Show More
9m 17s
<p><strong>Shanella Rajanayagam</strong>, <strong>Fred Neumann</strong> and <strong>Daragh Maher</strong> assess the sweeping new tariffs announced by the Trump administration and what they mean for the economic and FX outlook.</p><br><p>For more content from HSBC Global Research ... Show More