Macro Minds With Kallum Pickering

Here’s an interview on the Podcast “Macro Minds,” hosted by Kallum Pickering, Chief Economist of PeelHunt, a leading UK investment bank.

We discuss the impact of tariffs from a global perspective, and related topics like how the tariffs will impact global trade and how countries have varying degrees of flexibility to negotiate with President Trump. We also review current economic conditions in the U.S., how the Fed may respond and the implications for financial markets, and in light of Trump’s erratic behavior, we consider how different scenarios may unfold.