In this episode of the Beyond Markets podcast, David Kohl, Julius Baer’s Chief Economist, talks to Bernadette Anderko about his current thinking, and why the impact of tariffs has still not fed through to the key data that the US Federal Reserve is monitoring when it comes to making monetary policy decisions. They discuss the implications of the tariff dispute for financial markets as well as looking at its potential impact on the trajectory of the US dollar. They also examine the impact on other regions and reflect on what this means for investors going forwards.

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