# Top of the Morning: POTUS 47 - Has the worst of the tariff threat passed?

Page: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/top-of-the-morning-potus-47-has-the-worst-of-the-tariff-threat-passed
Text version: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/top-of-the-morning-potus-47-has-the-worst-of-the-tariff-threat-passed.md
Podcast: [UBS On-Air: House View](https://stenobird.com/podcast/ubs-on-air-house-view-2992249)
Published: 2025-06-05T17:23:54+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/250605%20-%20TOTM_POTUS%2047_3.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/250605%20-%20TOTM_POTUS%2047_3.mp3
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Duration seconds: 917

## Resource

Kurt rejoins the conversation in studio to reflect on the latest developments surrounding US trade policy, along with how markets have reacted - plus, thoughts on how the progression of trade negotiations (most notably with China) may progress in the weeks and months ahead. We also discuss investor concern stemming from the US fiscal outlook, and the path forward for the US budgetary situation. Featured is Kurt Reiman, Head of Fixed Income Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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## Transcript

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