# One Month On: Assessing the Impact of Trump’s Tariffs

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Text version: https://stenobird.com/podcast/ubs-global-research-pod-hub-6511142/one-month-on-assessing-the-impact-of-trump-s-tariffs.md
Podcast: [UBS Global Research Pod Hub](https://stenobird.com/podcast/ubs-global-research-pod-hub-6511142)
Published: 2025-05-09T09:02:00+00:00
Episode link: https://www.ubs.com/content/dam/assets/ib/global/podcast/research-podcasts/20250502-bhanu-baweja-jon-pingle-arend-kapteyn-pod-v3.mp3
Audio file: https://www.ubs.com/content/dam/assets/ib/global/podcast/research-podcasts/20250502-bhanu-baweja-jon-pingle-arend-kapteyn-pod-v3.mp3
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Duration seconds: 1902

## Resource

It’s been over a month since the Trump administration introduced tariffs, sending ripples through global markets. What has been the investor response? Where does inflation go from here? What happens next from a US policy point of view? Will de-globalisation compromise AI productivity? Join us for an analysis of where markets stand, and what might come next. Featuring Arend Kapteyn, Chief Global Economist, Jonathan Pingle, Chief US Economist, and Bhanu Baweja, Chief Strategist, from UBS Investment Bank. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

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## Transcript

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