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Tariff Trouble and the Dollar Dilemma
Episode 69

Tariff Trouble and the Dollar Dilemma

Gaurav and the GEU crew break down the U.S. Supreme Court decision striking down President Trump's sweeping global tariffs, and what his replacement 15% tariff means for trade, supply chains, and global growth. The team debates who wins, who loses, and whether firms will rush to front-load shipments again before barriers rise anew. The conversation then turns to the dollar. What could trigger a sudden depreciation, and how would it ripple through balance sheets, trade, and the real economy?

Moody’s Talks - Global Economy Unwrapped · Gaurav Ganguly, Kamil Kovar, Stefan Angrick, Andrew Hunter

February 24, 202654m 22s

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Show Notes

Gaurav and the GEU crew break down the U.S. Supreme Court decision striking down President Trump's sweeping global tariffs, and what his replacement 15% tariff means for trade, supply chains, and global growth. The team debates who wins, who loses, and whether firms will rush to front-load shipments again before barriers rise anew. The conversation then turns to the dollar. What could trigger a sudden depreciation, and how would it ripple through balance sheets, trade, and the real economy?

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Topics

tariffsdollar valuemoody's analyticssupreme court tariffsglobal economyeconomic analysiseconomicseconomic forecastingdollar depreciation