Jan Hatzius, Goldman Sachs' chief economist, and Dom Wilson, a senior advisor in the Global Markets Research Group, dive into the shifting tides of global trade policy. They explore how current tariffs are affecting inflation and growth forecasts, particularly looking ahead to 2025. The duo discusses the surprising market resilience amid these changes and the implications of U.S. dollar depreciation on investor confidence. With cautious global growth expectations, they highlight how evolving fiscal and monetary policies could shape the market landscape.
