Another rollercoaster week in Trumpland wound down with markets buoyant on reports of more White House softening in its approach to tariffs and China taking steps to ease restrictions on some US imports. But are things really looking up? And, if so, why hasn't the dollar bounced with equities?
Group Chief Economist Neil Shearing and Jonas Goltermann, our Deputy Chief Markets Economist, are on The Weekly Briefing from Capital Economics to assess whether there has been a fundamental improvement in the outlook, or if this is a case of investors smoking too much “hopium”. In a wide ranging chat, they discuss:
- What the latest economic data suggest about the impact of higher tariffs;
- The chances that the US and China engage enough to get a deal done;
- Whether King Dollar could be overthrown – and the risks of a dollar crash.
Events and analysis referenced in this episode
Recording: Is the dollar’s global dominance a casualty of tariff chaos?
/events/drop-dollars-global-dominance-casualty-tariff-chaos
ANZ Drop-In: Australia’s election, RBA easing and the economic outlook
/events/anz-drop-australias-election-rba-easing-and-economic-outlook
Drop-In: 100 Days In – The economic impact of Trump’s second term so far
/events/drop-100-days-economic-impact-trumps-second-term-so-far
Recording: Is the dollar’s global dominance a casualty of tariff chaos?
/events/drop-dollars-global-dominance-casualty-tariff-chaos
ANZ Drop-In: Australia’s election, RBA easing and the economic outlook
/events/anz-drop-australias-election-rba-easing-and-economic-outlook
Drop-In: 100 Days In – The economic impact of Trump’s second term so far
/events/drop-100-days-economic-impact-trumps-second-term-so-far