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Ben Squared Podcast: 24th February: US Trade Policy, the Tech Wreck and UK Data
Description
In the latest Ben Squared podcast the resident pairing discuss the dramatic developments in US Trade policy, analysing both the SCOTUS ruling and the (more complex) POTUS response. Of course, as always, our focus is on the potential, and enduring, investment consequences. From there the conversation pivots to the ongoing rout in the Software segment of the US stock market, and whether an opportunity is emerging. To conclude the duo reflect on the recent UK data, and to the extent this might illicit a more dovish position from the Bank of England. This podcast was recorded on 24th February 2026.
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