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Investment Uncut: The quick take on how tariffs have changed the global economy six months on
Investment EconomyWelcome to a brand new type of episode from us here at Investment Uncut. This is The Quick Take. Bitesize episodes where we discuss recent market events, topical issues and share our expert opinion on what long-term investors should be thinking about in response.
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The quick take on how tariffs have changed the global economy six months on
Six months on from “Liberation Day” and with tariffs still six times higher than at the start of the year, how has the global economy responded and what happens next?
Initially billed as a way to rebuild supply chains, bring manufacturing back onshore, and reduce US dependence on imports, the reality has proven more complex.
In this episode of The Quick Take, we speak to Anais Caldwell-Jones, Principal at LCP and member of our macroeconomic team, to explore how other major economies have responded to US tariffs, what is the impact on the macroeconomic picture, the market reaction so far, and what investors should be on the lookout in the near future.
