Last night President Trump delivered a 99 minute speech in which he announced a baseline 10% tariff across the board. For many of the 180 countries on that board, the actual number is much higher: China now faces a rate of 54% and it has vowed to take ‘resolute counter-measures’ to safeguard its own rights and interests. Markets reacted badly to the news with only gold and US Treasury prices moving higher. Our Chief Economist, David Kohl, joins the podcast to share his thoughts on the impact on economic growth and why the biggest inflationary impact might actually be felt in the US. And Manuel Villegas, Next Generation Research, brings a timely update on AI.

00:00 Introduction by Helen Freer (Investment Writing)

00:44 Markets wrap-up by Bernadette Anderko (Investment Writing)

06:33 Liberation Day: David Kohl (Chief Economist)

11:20 AI update: Manuel Villegas (Next Generation Research)

15:08 Closing remarks by Helen Freer (Investment Writing)

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