Tapas Strickland

speaker
3,313 appearances 30 recordings 1 series first heard Sep 2024 last heard Aug 2025

Tapas Strickland’s voice in public audio — every appearance, attributed to the second.

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They don't take out cars, uh they don't deal with agriculture. voice-verified
And Basset himself also noted that they'll be discussing not only tariffs but also non trade barriers, um currency issues and government voice-verified
subsidies. voice-verified
So uh I think it's still m many, many weeks away, I think, until you get some kind of negotiation. voice-verified
So all I still really on April nine are to see whether those uh small sizable tariffs uh go go ahead. voice-verified
Yeah, go ahead. voice-verified
Oh yes, and in terms of retaliation, uh I think most people would have seen the the the headlines about Trump threatening to pose an additional fifty percent uh tariff on China if it doesn't withdraw its plans to r respond to his thirty four percent tariff um by by by tomorrow. voice-verified
Um so uh yes, it seems like he is digging his heels in. voice-verified
But at least for at least for markets which are trying to be uh voice-verified
forward looking. voice-verified
Um they're trying to look for hints that uh maybe maybe some kind of negotiation may be in train. voice-verified
And I guess those three factors I pointed to earlier do suggest some hints that there may be, but still very, very early days there. voice-verified
And again, if uh the example of Israel is the one that we're supposed to be following, um, talking about balanced trade rather than reducing tariffs, then we're talking about an entirely different voice-verified
Uh kettlefish really. voice-verified
And I guess that's that's the uncertainty really, is uh we we we we do know the US administration has taken that um that uh tariff formula which has basically assumed uh that uh balanced trade is desired rather than actually reducing uh tariff. voice-verified
Yes, and uh I I guess we we're still very uncertain exactly where we land out here, but all this uncertainty uh in imposition of tariffs is definitely lifting up recession probabilities in the US. voice-verified
So you had another US uh investment bank on Sunday, I think it was lift up their recession probability to about forty five percent. voice-verified
And I think they're sitting around thirty five percent previous to that. voice-verified
So uh a lot of people more uncertain in terms of the outlook. voice-verified
And I guess for markets in that uncertainty they're really looking voice-verified
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