Listen "Trump's Chinese Chess Match - Monthly Roundtable"
Episode Synopsis
This month we present a roundtable discussion on the US-China trade war. As the trade dispute escalates, we analyze the potential impact on US and Canadian growth, interest rates, spreads, foreign exchange, and monetary policy. While not our base case, we also examine the potential implications of China embarking on a large-scale US asset sale program.
More episodes of the podcast Macro Horizons
A BLS Revival
12/12/2025
Solace in Solstice
05/12/2025
Giving Thanks
26/11/2025
Et Tu, Santa Pause?
21/11/2025
The Grand Reopening
14/11/2025
The Supremes
06/11/2025
Falling Back
31/10/2025
Best of 1993
24/10/2025
Inflation Friday
16/10/2025
Angles of October
10/10/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.