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Bloomberg Surveillance

Traders Search for Safety Amid Tariff Uncertainty

Apr 8, 2025
Paul Krugman, a renowned economist and NY Times columnist, joins forces with James Steel, HSBC's Chief Commodities Analyst, and John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co. They explore the current tariff landscape, focusing on uncertainties impacting both trade and the economy. The guests discuss how rising import prices pose risks to productivity and investment. With insights on commodity trends, including gold's fluctuating value, they analyze strategies investors can leverage amid the chaos of international trade challenges.
48:20

Podcast summary created with Snipd AI

Quick takeaways

  • Current U.S. tariff policies are leading to economic uncertainty, complicating investment decisions and potentially hindering adaptation to global markets.
  • High tariffs may create a stalemate in international negotiations, as countries reassess economic interests amid increased trade tensions.

Deep dives

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