Firms frontload, Fed waits, and friends fall out: a US special

It’s a US special this week. We know. These days most of our episodes already touch on some aspect of what’s going on over in the States, but this week we’re looking at some of the latest high frequency data out of the US to see how things are holding up amid tariff turmoil and friendship fallouts.We’ve seen a front loading of activity in anticipation of tariffs. And we may now be seeing the start of the unwind. After a surge in imports earlier this year, April saw the sharpest drop in U.S. imports on record. Meanwhile, sentiment data is sliding too. US PMIs continue to track further into contraction. Hosted by Jarrod Kerr, Mary Jo Vergara and Sabrina Delgado. Follow our economic commentary & insights here:https://www.kiwibank.co.nz/business-banking/thrive-hq/kiwi-economics/commentary-insights/Any views or information shared in this podcast, while given in good faith, aren't necessarily the view of Kiwibank.