Altaf Kassam, Managing Director at State Street Global Advisors, John Denton, Secretary General of the International Chamber of Commerce, and Rebecca Harding, trade economist and CEO at the Centre for Economic Security, dive into the complexities of global trade amidst political shifts. They discuss the impact of Donald Trump's tariff pause and the ramifications for North American businesses. The conversation also touches on the emotional resonance of beloved television theme tunes, linking cultural nostalgia to economic implications and investment opportunities.

Gavin Esler chats with Mary Lovely, a senior fellow at the Peterson Institute specializing in US-China trade, and Rebecca Harding, a trade economist with the British Foreign Policy Group. They dissect the implications of Trump's proposed tariffs and their potential to ignite a trade war. The conversation highlights concerns over rising inflation, the risks to American consumers, and how these policies may reshape global relations. They also explore China's strategic responses and the overarching shift from globalization to fragmentation in international trade.