The market roller coaster continues. After riding a wave of optimism in Europe in the wake of the German fiscal bazooka to increase defense spending, the confirmation of US tariffs sent markets suddenly plunging. What will be the economic impact of Trump’s approach to trade and tariffs? Swaha Pattanaik and Monica Defend, Head of the Amundi Investment Institute, sit down for a special edition of Outerblue Talks Research to discuss the latest market and economic developments and what these mean for investors.

We untangle some of the consequences and probable reactions, in the short, medium, and longer term. What will be the impacts on supply chains? How will GDP growth and inflation be impacted? Will we see a recession in the US and what will be reactions from the Federal Reserve and the European Central Bank? Finally, we detail some of our main calls for investors looking to increase portfolio resilience in this uncertain market environment.

Topics covered: markets, investment, economic, finance, volatility, tariffs, trade, inflation, growth, GDP, central banks, US, Europe, Trump, portfolios

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