UBS On-Air: Paul Donovan Daily Audio 'Inflating trade’s importance'
UBS On-Air: Market Moves · Podcast owner
April 16, 20253m 3s
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Show Notes
China halted the import of Boeing planes; US President Trump asked China to call him, and then imposed permanent restrictions on NVIDIA chip sales to China; EU leaks suggest negotiators do not believe the US knows what it wants from trade talks. Economic nationalism remains alive and well and includes capital flows. US TICS capital flows data is due today (but misses large amounts of foreign activity in US capital markets).