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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
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Labouring the point
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A Few Cuts More
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Cracks Beneath The Shine
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What gives?
14/08/2025
Downside Risks
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In God we trust