Episode Details

Trump’s vacillations on tariffs is unsettling US market and economic confidence, although some think a ‘Trump Put’ will limit any fall in stock prices. Markets now expect more than three Fed rate cuts in 2025. China’s deflation deepens in February.

In our bonus deep dive interview, ANZ’s Head of G3 Economics Brian Martin takes a closer look at Germany’s plan to step off its ‘fiscal brake’.

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