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How might new tariff developments impact the global economy? Paul Diggle provides his latest analysis to help you navigate the constantly shifting terrain.
In our latest podcast, Paul Diggle and Luke Bartholomew consider whether US exceptionalism is over.
US tariffs have significantly impacted the Canadian election held on Monday. The Liberal Party, led by Prime Minister Mark Carney, won over Pierre Poilievre’s Conservatives. But, despite the victory, the policy agenda will be constrained by the impacts of tariffs and a possible Canadian recession.
The latest economic data give President Xi little reason to back down. That said, as the impact of the trade war becomes visible on both sides of the Pacific, we expect China and the US to come to the negotiating table.
Read our current thinking on tariffs here.