Listen "So was the trade war all just a fever dream?"
Episode Synopsis
The US and China have significantly, albeit temporarily, reduced tariff rates. And the US has started to make tariff deals with other countries too, beginning with the UK. So does this mean that economic and market concerns about the trade war were overblown? Paul and Luke speak to Lizzy Galbraith and Bob Gilhooly about why US-China decoupling is still a long term trend, what next for tariff levels, and how much progress the US administration is making on its other priorities including tax cuts.
More episodes of the podcast Macro Bytes
Should the market fear fiscal dominance?
09/09/2025
Is the Fed about to be 'Trumpified'?
08/08/2025
How much infrastructure does the world need?
25/06/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.