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Ben Squared: 30th April 2025: Easing Trade Policy? And Hard vs Soft Data
Published 11 months, 4 weeks ago
Description
In another busy Ben Squared podcast we first reflect on Trump’s ‘remarkable’ first 100 days in office, before pivoting to (what appears) a further easing in trade tensions, before revisiting the challenge to US exceptionalism. We conclude with thoughts on the conflict between resilient hard data (such as Retail Sales) and collapsing soft data (such as consumer confidence). As always, the conversation also offers insights into current investment strategy.
This podcast was recorded on 29th April 2025.
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