In this conversation, George Vessey and Kevin Ford discuss the recent turbulence in financial markets triggered by Trump's aggressive tariff policies. They explore the implications of these tariffs on the economy, the potential for a 'hard reset' theory suggesting a deliberate slowdown to pressure the Federal Reserve, and the challenges of balancing economic policies amidst rising inflation and market volatility. The discussion also delves into the weakening US dollar and its impact on global markets, highlighting the uncertainty and complexity of the current economic landscape.
Note: Recorded before Trump's recent U-turn on tariffs.
Disclaimer: Converge is Convera’s podcast that discusses a range of financial services topics. We want to remind our listeners that the information shared on this podcast is for informational purposes only and should not be considered financial advice. Please note that the opinions expressed on Converge are solely the opinions of the host and the guests, not Convera’s.