cover of episode CIO House View Monthly Livestream - February

CIO House View Monthly Livestream - February

2025/2/17
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves
AI Chapters Transcript
Chapters
President Trump's recent executive order imposing additional tariffs on imports from Canada, Mexico, and China is discussed. The tariffs on Canada and Mexico have been temporarily paused due to border security negotiations, while the situation with China remains uncertain but likely to involve future negotiations. A pattern of tariff threats followed by negotiations is anticipated throughout Trump's second term.
  • Tariffs on Canada and Mexico temporarily paused
  • Chinese tariffs anticipated to be part of negotiations
  • Pattern of tariff threats and negotiations expected to continue

Shownotes Transcript

Join the Chief Investment Office for a discussion on the executive order Trump signed over the weekend to impose additional tariffs on imports from Canada, Mexico, and China, the implications for investors, and more. The event is hosted by Amantia Muhedini and features David Lefkowitz, Head of US Equities, Leslie Falconio, Head of Taxable Fixed Income Strategy, and John Savercool, Head of Governmental Affairs US.