David Lubin

Jason Furman, former Chair of the Council of Economic Advisers under Obama, and David Lubin, an expert at Chatham House, delve into the ramifications of Trump's new trade tariffs. They discuss the potential job losses in U.S. manufacturing and the broader implications for global trade dynamics. The duo examines the influence of tariffs on currencies and inflation, particularly focusing on how China's economy is responding. They highlight the critical need for nations to rethink trade policies to boost globalization amidst rising autarky.

Joining the conversation are David Lubin, a senior research fellow at Chatham House with a background in emerging markets investing, and Isabelle Mateos y Lago, chief economist at BNP Paribas, formerly with the IMF. They dive into the shifting dynamics of global finance, questioning if the U.S. dollar is losing its dominant status amid rising alternative currencies. They discuss the geopolitical ramifications of China’s strategic financial moves, America’s tariffs, and what these changes mean for the future of economic power and stability.

In this discussion, Yu Jie, a senior research fellow at Chatham House, William Matthews, a security expert, and David Lubin, an economist, dive into China's view of the U.S. under Trump. They analyze China's shifting diplomatic strategies and military ambitions amid U.S. policy changes. The conversation also touches on the risks of economic decoupling, tariffs, and how these factors influence global trade dynamics. They further explore the implications for AI technology and international relations as tensions rise.