UBS On-Air: Paul Donovan Daily Audio 'Tariffs may not “solve” everything'
UBS On-Air: Market Moves - En podcast af Client Strategy Office
Japan’s December trade data had weaker imports and stronger exports than had been expected. Exports to the US declined, which rather argues against pre-trade tax stockpiling in the US (though there may still be time for that). The absence of stockpiling would likely speed the impact of trade taxes on US consumers.
