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Tariffs & Q2 Growth Shock | Trade Maven Brad Setser on Trump’s Tariff Warpath, China’s Balance of Payments, and “Self-Induced Recession” Probabilities
This Monetary Matters episode is brought to you by VanEck.
Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack
Brad Setser is an expert on global trade and capital flows, having served as senior advisor to the United States Trade Representative from 2021 to 2022. The Whitney Shepardson senior fellow at the Council on Foreign Relations (CFR) joins Monetary Matters to explain why he thinks President Trump’s tariffs are likely to cause a growth shock in the second quarter. Recorded on March 20, 2025
Brad Setser piece on China’s Balance of Payments: https://www.cfr.org/blog/iphone-imf-and-chinas-balance-payments
“The Evolution of Global Trade in 2024”: https://www.cfr.org/blog/evolution-global-trade-2024
Follow VanEck on Twitter https://x.com/vaneck_us
Brad Setser on Twitter https://x.com/Brad_Setser
Brad Setser on CFR: https://www.cfr.org/expert/brad-w-setser
Follow Jack Farley on Twitter https://x.com/JackFarley96
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
View all episodes
By Jack Farley
5
7878 ratings
This Monetary Matters episode is brought to you by VanEck.
Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack
Brad Setser is an expert on global trade and capital flows, having served as senior advisor to the United States Trade Representative from 2021 to 2022. The Whitney Shepardson senior fellow at the Council on Foreign Relations (CFR) joins Monetary Matters to explain why he thinks President Trump’s tariffs are likely to cause a growth shock in the second quarter. Recorded on March 20, 2025
Brad Setser piece on China’s Balance of Payments: https://www.cfr.org/blog/iphone-imf-and-chinas-balance-payments
“The Evolution of Global Trade in 2024”: https://www.cfr.org/blog/evolution-global-trade-2024
Follow VanEck on Twitter https://x.com/vaneck_us
Brad Setser on Twitter https://x.com/Brad_Setser
Brad Setser on CFR: https://www.cfr.org/expert/brad-w-setser
Follow Jack Farley on Twitter https://x.com/JackFarley96
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
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