The U.S. administration’s toughened stance on trade has caused escalating tensions with China, Mexico, Canada and Europe. The short- and long-term economic effects will be varied depending on the extent of tit-for-tat trade tariffs and the related re-negotiations of existing trade agreements.
In this podcast episode, Jeff Meli, Co-Head of Research, sits down with Marvin Barth, Head of FX and Emerging Markets Macro Research, to debate some of the factors contributing to, and possibly resulting from, the state of global trade conflict. Jeff and Marvin’s dialogue analyses issues ranging from protectionism and inflation to what the potential implications of a full-blown trade war may be on the U.S. and global economies.