Economists from J.P. Morgan Global Research offer their analysis on the economic data, macro trends and monetary and fiscal policy impacting the world today.
Episodes
Tuesday Jan 14, 2025
Tuesday Jan 14, 2025
Jahangir Aziz joins Nora Szentivanyi to discuss the outlook for US trade policy, its impact on the rest of the world and how views on tariffs have evolved in the past month or so. Our 2025 outlook assumes that new tariffs from the Trump administration will be targeted at China. A clear risk to our baseline view is that increases in US tariffs will be more widespread.
Speakers:
Nora Szentivanyi, Global Economic and Policy Research Jahangir Aziz, Emerging Markets Economic and Policy Research
This podcast was recorded on January 14, 2025.
This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4773721-0,https://www.jpmm.com/research/content/GPS-4882648-0, and https://www.jpmm.com/research/content/GPS-4885198-0. For more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.