Overview
In response to international trade tariffs announced in the last few days, Johanna Kyrklund, Group Chief Investment Officer at Schroder Investment Management, outlines the potential impacts on economic growth, inflation, and market dynamics.
Economic Forecast
Johanna Kyrklund discusses expected US GDP growth for 2025, the adjustment of equity weights, and the preference for government bonds as a recession hedge.
Market Reactions
The press release highlights the importance of global responses to the trade policies and the potential outcomes for different countries.
Positive Aspects
Insights are shared on the clarity of President Trump’s tariff framework and the implications for market risk assessment.
Expert Analysis
George Brown, Economist at Schroders, provides additional insights on the impact of reciprocal tariffs on US inflation, growth rates, and potential responses by central banks.
Impact on UK
The text delves into the effects on the UK economy, including considerations for interest rates, GDP exposure to US demand, and potential fiscal implications.
Tariff Calculations
Details on how the tariffs were calculated based on the US trade deficit with trading partners and the potential impact on various economies.
Fallout and Interest Rates
The press release analyzes the stagflationary impact of tariffs on the US economy, potential responses by central banks, and implications for interest rates.
Schroders Information
Brief information about Schroders, including its global assets under management, business model, and commitment to sustainable investments.
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