Monetary Matters with Jack Farley

Tariffs Aren’t Going Away | PIMCO’s Policy Head Libby Cantrill on Trade and Tax Environment In New U.S. Administration


Listen Later

Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, joins Monetary Matters to explain her outlook on U.S. trade and tax policy. Cantrill argues that while Trump administration has flexibility in tariff negotiations and that the China tariffs are likely headed much lower (a prediction that already looks like it will come true), tariffs are not going away anytime soon and she views the 10% tariffs on the world as a floor, with reciprocal tariffs on top of that floor especially on China being elevated. Cantrill also shares her views on sectoral tariffs, the rumored “Mar-a-Lago Accord” (she doesn’t think it has traction), and tax cuts. Recorded the afternoon of April 22, 2025.


Follow Libby Cantrill on LinkedIn https://www.linkedin.com/in/libby-cantrill-cfa-17162513b/

Most recent piece, “Overall U.S. Tariff Level Still High Despite Exemptions”:

https://www.pimco.com/us/en/insights/overall-us-tariff-level-still-high-despite-exemptions

Cantrill’s profile on PIMCO: https://www.pimco.com/us/en/experts/libby-cantrill


Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

...more
View all episodesView all episodes
Download on the App Store

Monetary Matters with Jack FarleyBy Jack Farley

  • 5
  • 5
  • 5
  • 5
  • 5

5

78 ratings


More shows like Monetary Matters with Jack Farley

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

574 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,060 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

922 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,431 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

206 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

363 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

97 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

469 Listeners

Supply Shock by Blockworks

Supply Shock

115 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

382 Listeners

Forward Guidance by Blockworks

Forward Guidance

280 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

218 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

50 Listeners

Macro Mondays by Andreas Steno Larsen

Macro Mondays

26 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

355 Listeners