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Ben Squared: 16th April 2025: Tariff Update and Thoughts on US Treasuries
Description
In this latest Ben Squared podcast we are compelled to continue the discussion on US Trade Policy as a gradual easing in the Trump Administration’s approach offers some relief to markets – at least in the very short-term. Of course, uncertainty remains over the final destination for tariff settings, and a discussion over recessionary threats is necessary. To conclude the conversation, a debate is had over the utility of bonds as a diversifying asset in the face of a recession, highlighting the threat of adhering to prior ‘rules of thumb’. This podcast was recorded on 15th April 2025.
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