Alex Grassino

Jennifer Welch, Chief geo-economics editor at Bloomberg Economics, shares her expertise on the intricate US-China trade dynamics surrounding rare earths. Alex Grassino, Global chief economist at Manulife, discusses the uncertain economic landscape and investment strategies amid fluctuating tariffs. Julia Coronado, founder of MacroPolicy Perspectives, analyzes inflation and its impact on Federal Reserve policy while Brad Stone provides insights into the shifting political climate in California, highlighting the tension between national narratives and state realities.

In this engaging discussion, Alex Grassino, the global chief economist at Manulife Investment Management, shares insights into how tariffs shape economic landscapes. He elucidates the complex relationship between tariffs and inflation, debunking common myths. Alex discusses the short-term spikes in prices for consumers and businesses, as well as the long-term implications on global supply chains. He also addresses the uncertain nature of investment markets in response to tariffs, comparing it to a high-stakes poker game fraught with unpredictability.