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President Trump’s tariff policies have been a major driver of financial market volatility in recent days, sparking sharp swings in equities and currencies. While the administration has temporarily reversed its proposal for a 25% tariff on imported goods from Canada and Mexico, uncertainty surrounding US trade relationships, the risk of retaliatory measures from key trading partners, and broader concerns about global growth continue to unsettle investors. In our charts this week we drill into the following:
·         Global current account balances
·         The US dollar’s resilience
·         Potential growth rates in the US versus the RoW
·         The US dollar’s reserve currency status
·         Savings, investment and demographics
·         Global shipping costs and supply chain pressures

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