Tariffs special: The macro implications of Trump's latest trade actions

In light of Donald Trump's decision to push the button on tariffs on China, Mexico and Canada, Group Chief Economist Neil Shearing joins a special episode of the Weekly Briefing from Capital Economics to talk about whether this signals the start of a global trade war. He also discusses what’s coming next and whether signs of US economic weakness could prompt a shift in the White House's trade strategy.

China Economics Head Julian Evans-Pritchard, Deputy Chief North America Economist Stephen Brown and Chief EM Economist William Jackson are also on the show to talk about the economic implications for China, Canada and Mexico, and how their governments might respond.

Events referenced in this episode:

Global Drop-In: Trump tariffs hit China, Mexico and Canada – Macro and market implications
https://www.capitaleconomics.com/events/global-drop-trump-tariffs-hit-china-mexico-and-canada-macro-and-market-implications

China Drop-In: 2025 NPC – Setting policy goals in a trickier global environment
https://www.capitaleconomics.com/events/china-drop-2025-npc-setting-policy-goals-trickier-global-environment