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Why the big focus on tariffs?
- Ian Watson
- Apr 2, 2025
- 1 min read
The Morgans team recorded a March 2025 Investment Strategy - Policy Regime Change presentation in the latest Economic Update.
Trump election priorities.
Introduction to the US key advisers on trade, commerce, & policy.
Why the big focus on tariffs?
Defence spending.
Dealing with the US budget deficit.
Government spending in Australia.
Federal Election 2025.
'Mar-a-Lago Accord'.
Why would we expect some volatility during a transition period when US growth is driven by private-sector investment rather than debt-financed Government spending?
