Lots More on Why Neil Dutta Is Sticking With His Recession Call
On Wednesday, President Trump put a 90-day pause on reciprocal tariffs for every country except China. The market, which had been in a state of deep panic, surged massively on the announcement. But th...
11 Apr 202512min
Rob Kaplan on How the Fed Will Think about the Tariffs
On Wednesday, Trump pulled back from the brink on most of the reciprocal tariffs announced on April 2. The market surged. But we're still in an extraordinarily challenging moment. We have new across-t...
10 Apr 202532min
Viktor Shvets on Trump's Historical, Revolutionary Moves
How should we make sense of the Trump tariffs? They've been terrible for the stock market, obviously. Small businesses seem to hate them. Energy companies aren't fans either. US manufacturers are talk...
9 Apr 202530min
What Tariffs Are Doing to North American Freight
Amidst Trump's dramatic tariff moves, trade in North America remains uncertain. The USMCA hasn't been completely ripped up, but the region is anxiously anticipating a new trade regime. As such, shippe...
8 Apr 202520min
What Trump's Tariffs Are Already Doing to World Trade
It was just last Wednesday that President Trump announced his new tariff schedule with the rest of the world. And it's already having an effect. Companies are scrambling to get goods on planes or boat...
7 Apr 202523min
Tether's CEO Speaks on His Insanely Profitable Business
Anything crypto-related is frequently greeted with a high degree of skepticism. Within that, one of the most controversial companies for a long time has been Tether, the company behind the popular sta...
7 Apr 202544min
Brad Setser on the Damage From Trump's Gigantic Tariff Shock
He needs no introduction: When trade is in the news, we speak with Brad Setser of the Council on Foreign Relations. Brad has been talking for awhile about the major imbalances of world trade, and the ...
5 Apr 202528min
Lots More on a Massive, Historical, Stagflationary Shock
On Wednesday, President Trump unveiled sweeping tariffs against almost every country in the world. The size and scope was far beyond what anyone was anticipating, causing markets to subsequently plung...
4 Apr 202518min
