Markets Weekly podcast (7 April 2025): US tariffs special

As financial markets grapple with the fallout from President Trump’s ‘Liberation Day’ announcements, Lukas Gehrig, Head of Quantitative Macro and Thematic Strategy, joins Julien Lafargue to discuss what it might mean for investors and the global economy. Listen in for their insights on how tougher US trade policy could impact the US dollar and the risk of recession, and how other economies might respond.