US taxes on Indian imports doubled to 50%. US importers should pay the old tax rate on goods already en route to the US, delaying the effect. With full pass-through and no demand switching, the tax increase would add less than 0.1 percentage point to US consumer price inflation. However, the unpredictability of US trade policy affects global corporations as ... Show More
Today
Talking Markets Podcast with Apollo Lupescu of Dimensional Fund Advisors
Apollo Lupescu is a Vice President at Dimensional Fund Advisors. We cover a wide range of top of mind topics for investors, including a look at the US macroeconomic environment, the road ahead for monetary policy, the impacts of US trade policy to economic activity, asset allocat ... Show More
23m 41s
Yesterday
Top of the Morning: CIO Strategy Snapshot - Jackson Hole takeaways
Jason reflects on last week’s Jackson Hole Symposium, and speech delivered by Fed Chair Powell - we discuss what the speech suggests about the road ahead for monetary policy, and the market response. Plus, thoughts on overall market pricing as of late, and what investors have bee ... Show More
16m 31s
Mar 2025
Goods From Canada, Mexico Still Exposed to U.S. Tariffs, Despite Pause
P.M. Edition for Mar. 7. Despite Thursday's pause on tariffs on goods from Canada and Mexico many products are still exposed to them. WSJ economics reporter Chao Deng tells us which goods fall under the new exemption and why it is so hard to parse. Plus, Fed chair Jerome Powell s ... Show More
12m 38s
Jul 3
PODCAST: Daily Energy Markets - July 3rd
Amid volatile oil prices, energy and commodities experts Choeib Boutamine, Nadia Martin Wiggen, and Ahmed Mehdi unpacked the ripple effects of Trump’s vast budget bill, OPEC+ supply decisions, and global trade negotiations on energy markets. With inventories high in China and US ... Show More
32m 38s