In this podcast, host Penn Egbert, Head of U.S. Equity Research, BMO Capital Markets, is joined by Ernie Tedeschi, Head of Economic Insights & Research at Stripe, Nonresident Senior Fellow at the Budget Lab at Yale, and former Chief Economist at the White House Council of Economic Advisors, and two BMO experts to discuss the implications of a significant U.S. court ruling for the future of global trade:
François Trahan, Chief Investment Strategist at BMO Capital Markets
Scott Anderson, Chief U.S. Economist at BMO Capital Markets
The conversation breaks down the recent Supreme Court landmark decision that some tariffs imposed by U.S. President Donald Trump’s government are unlawful. They also discuss the market’s response to the court ruling, the impact on some industry sectors, how global trade can advance, and the implications for USMCA trade negotiations.
Listen to the full conversation:
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