Unpacking Global Fiscal And Trade Imbalances

2025-04-12 05:30:00 ET

Summary

• We have a new potential disruptor, and we would argue these various policy pivots, all kind of come back to the interconnected issue of global trade imbalances.
• Things like Medicare, food assistance programs, and US disability programs, all have had increased pickup as a result of what economists call a China shock.
• US is not the only place that needs to make these adjustments; like China, other places also need to make those adjustments.

Transcript

Ken Chambers: Global uncertainty, U.S. exceptionalism coming under question. And really this shift in priorities towards national interests. What were some of the discussion points?...

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