Trump's Economic End Game And The Implications For Markets

2025-02-07 09:30:00 ET

Summary

• Why tariffs against Canada and China could be more about China.
• How Trump's trade agenda is changing the base case for global markets.
• How China's export model is creating problems for the global economy.

U.S. tariffs against Canada and Mexico may have been averted for now, but the threat suggests a new era for global trade may have begun. David Sykes, Chief Investment Officer at TD Asset Management, and Kevin Hebner, Global Investment Strategist with TD Epoch, address the trade tactics of U.S. President Donald Trump and what it could mean for markets.

Transcript

Kim Parlee: The threat of tariffs may have been averted for now, but it's clear we've entered a new era when it comes to global trade, especially as US President Donald Trump takes aim at other potential trading partners. We are lucky to have two very smart individuals to help us navigate through all of this. David Sykes, Chief Investment Officer at TD Asset Management, joins me in studio, and Kevin Hebner, Global Investment Strategist with TD Epic, joins us from New York....

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