14min chapter

Monetary Matters with Jack Farley cover image

How Tariffs Jeopardize The Soft Landing | Jonny Matthews, former Brevan Partner, on Bond Yields, Japanese Yen, and Gold

Monetary Matters with Jack Farley

CHAPTER

Tariffs and Economic Dynamics

This chapter explores the complex effects of tariffs on the economy, particularly their role in strengthening the dollar while driving up prices along the supply chain. Highlighting the unpredictability of market behavior, it draws parallels to previous market shifts like the COVID-19 pandemic, and delves into the nuanced impacts on the manufacturing sector. Additionally, it examines how recent natural disasters exacerbate consumer behavior changes and contribute to uncertainty in business planning and employment growth.

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