About this episode
The Moody’s Analytics team welcomed their colleague and fellow economist Sarah Tan to share their thoughts on the so-called Liberation Day tariffs only hours after they were announced. Tariffs are broader and more aggressive than anticipated, with Asia’s export-dependent economies in the firing line. Steve led with his usual optimism, but Katrina and Sarah persuaded that Beijing’s stimulus would be insufficient to insulate China from exports coming under siege. For related research on Tariffs and the Asia-Pacific economy, click the links belowAsia-Pacific Economies Brace for More Tariffs and More TroubleNavigating Trump TurbulenceAPAC Economic Outlook: Facing the Trade WindsChina Chartbook: Another Plan to Boost Consumption
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