Alec Phillips, Goldman Sachs' chief political economist, teams up with Kamakshya Trivedi, head of Global Foreign Exchange and Emerging Markets Strategy, to dissect the current tariff landscape. They explore whether we're on the brink of a global trade war and its implications for markets and economies. The duo discusses how rapidly implemented tariffs could affect inflation, economic growth, and investor strategies. They also shed light on the interconnectedness of trade policies, and the uncertainty surrounding future negotiations. Brace for insights that matter!

In this episode, Stephen Kaplan, associate professor at George Washington University, Alec Phillips, Goldman Sachs Research’s chief political economist, and David Beers, former head of sovereign credit ratings at S&P, who oversaw the rating agency’s U.S. credit rating downgrade in 2011, dig into the history and mechanics of the U.S. debt limit and explore whether the repeated brinkmanship around raising the debt limit could undermine the value of U.S. assets.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Goldman Sachs' Joe Wall and Alec Phillips discuss the implications of the US presidential elections on policies and markets, including analyzing potential threats to Trump's nomination, exploring the impact of Trump's legal cases, key issues for voters, election year market dynamics, and potential volatility.