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The Bid

208: The Economic Impact of Tariffs: How the New U.S. Tariff Policy is Shaping Global Markets

22 min • 7 februari 2025

Trade policies have always been a critical aspect of global economies and recent developments in U.S. tariff policy have sparked global market volatility and discussions around the impact on inflation. The latest tariff announcements have sent ripples through the markets, affecting various sectors, and raising questions about their long-term impact. But what exactly is the impact of the new tariff policies and how will they influence US businesses, global supply chains and the broader financial market? 

In this episode of The Bid, an investing podcast from BlackRock, we dive into the latest developments in trade policies and their impact on global economies. Joining Oscar to unpack these developments is Glenn Purves Global head of Macro in the BlackRock Investment Institute and Catherine Kress, Head of Geopolitical Research and Strategy at BlackRock.

This episode was recorded at 2pm, February 5th, 2025.

This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures

import, export, international, economics, government, business, tax, customs, regulation, agreement, duty, protectionism, negotiation, tariff, rates, free trade, tariff rates, tariff policy analysis

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