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Listen "Mission Impossible and Fallout"
Episode Synopsis
The global economy received a brief reprieve on April 9th, as President Trump announced a 90-day pause on his sweeping “reciprocal” tariffs. However, intensifying US-China trade tensions continue to cast a long shadow over the economic outlook. In our charts this week we focus on:
China and US trade tariffs
US investment in intangibles
US trade deficits and relative demand
High-tech trade and US capacity
Uncertainty and financial markets
The global business cycle
China and US trade tariffs
US investment in intangibles
US trade deficits and relative demand
High-tech trade and US capacity
Uncertainty and financial markets
The global business cycle
More episodes of the podcast Macro Pulse
Between Optimism and Uncertainty
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Cooling Inflation, Diverging Growth
08/01/2026
The Upside Risks
18/12/2025
The Downside Risks
11/12/2025
Diverging Paths, Converging Risks
04/12/2025
D&B's Global Business Survey Data
26/11/2025
The Year Ahead
20/11/2025
The Year in Review
13/11/2025
Optimism with caveats
30/10/2025
Risks and Relief
23/10/2025
In God we trust