First Thoughts on Liberation Day Tariffs
The Moody’s Analytics team welcomed their colleague and fellow economist Sarah Tan to share their thoughts on the so-called Liberation Day tariffs only hours after they were announced. Tariffs are broader and more aggressive than anticipated, with Asia’s export-dependent economies in the firing line. Steve led with his usual optimism, but Katrina and Sarah persuaded that Beijing’s stimulus would be insufficient to insulate China from exports coming under siege.
Moody’s Talks - Global Economy Unwrapped · Steve Cochrane, Katrina Ell, Sarah Tan
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Show Notes
The Moody’s Analytics team welcomed their colleague and fellow economist Sarah Tan to share their thoughts on the so-called Liberation Day tariffs only hours after they were announced. Tariffs are broader and more aggressive than anticipated, with Asia’s export-dependent economies in the firing line. Steve led with his usual optimism, but Katrina and Sarah persuaded that Beijing’s stimulus would be insufficient to insulate China from exports coming under siege.
For related research on Tariffs and the Asia-Pacific economy, click the links below
Asia-Pacific Economies Brace for More Tariffs and More Trouble
APAC Economic Outlook: Facing the Trade Winds
China Chartbook: Another Plan to Boost Consumption
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