Moody’s Talks – The Big Picture

Tariff Uncertainty and the Risks Ahead for the US Economy

Episode Summary

A barrage of executive orders and tariff actions are keeping markets on edge. We’ll dive into implications for a US economy that has outperformed expectations, the independence of government institutions and the Federal Reserve, and the outlook for already large fiscal deficits and debt. 

Episode Notes

A barrage of executive orders and tariff actions are keeping markets on edge. We’ll dive into implications for a US economy that has outperformed expectations, the independence of government institutions and the Federal Reserve, and the outlook for already large fiscal deficits and debt. 

 

Guests: Nathan Sheets, Global Chief Economist, Citi; Robert Sockin, Senior Global Economist, Citi

 

Host: William Foster, Senior Vice President, Sovereign Risk Group, Moody's Ratings