How tariffs will impact the US economy

Government bond yields have surged to multi-decade highs across the US, UK, Germany, and Japan. George Cole, head of European Rates Strategy for Goldman Sachs Research, says there is a range of factors behind the bond sell-off—from swelling fiscal deficits and borrowing tied to i ...  Show more

Federal Reserve Chairman Kevin Warsh has steered the central bank into an era of less transparency. Former Fed governors Donald Kohn and Stephen Miran, as well as Goldman Sachs Chief Economist and Head of Goldman Sachs Research Jan Hatzius, discuss on the Goldman Sachs Exchanges ...  Show more

This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under t ...  Show more

In this episode, Eloise Goulder sits down with William Tuttle, part of the Global Engagement team at J.P. Morgan, to explore the evolving landscape of U.S. policy and its impact on global markets. From the rise of tariffs and their economic implications to the global race for ...

Samim Ghamami is former SEC economist. Samim returns to the show to discuss the fiscal trajectory of the US, the outlook of interest rates, the US Treasury market's impact on inflation, potential reforms to the Treasury market and much more. Check out the transcript for this week ...  Show more

President-elect Donald Trump has just announced “Day 1” tariffs on Mexico and Canada, in addition to previously promised tariffs on China. Tariffs will definitely affect domestic prices, but how much, and will they truly cause catastrophic inflation? Today on the show, guest h ...