Tariff Turmoil, German Rearmament: Where will it all end? - 27 de marzo de 2025 - TecnoWebinars.com

The world has changed. The US has announced much higher tariffs than markets had expected, and has introduced massive uncertainty. The break with previous policy on Ukraine and weakening of commitment to NATO means Europe is planning a go-it-alone defence policy that implies a massive fiscal boost. Meanwhile, the UK is struggling to cut welfare spending to keep borrowing under control. Our Chief Economist, Steven Bell will discuss these dramatic changes and draw conclusions for financial markets.