The Receding Tariff Tide
About this episode
This episode discusses the impact of the President's announcement of reciprocal tariffs on U.S. trading partners and its effect on stock prices.
A year ago this week, the President announced what he described as “reciprocal tariffs” on goods imported from all major U.S. trading partners. These tariffs, which were much broader and higher than expected, led to an immediate and sharp decline in stock prices.
More episodes of Notes on the Week Ahead
- AI, Inflation and Interest Rates
- The Latest News and the Economic Outlook
- The Investment Implications of Shrinking the Fed’s Balance Sheet
- How Will It End?
- An Updated Outlook for the U.S. Economy
- The Investment Implications of the Tariff Decision
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