Pharma Tariffs Not a Panacea for All ills

Gaurav, Stefan and Denise meet face-to-face for the first time to unpack the flurry of developments shaping the Asia-Pacific. Front and centre are fresh U.S. tariffs targeting pharmaceuticals, heavy-duty trucks, and furniture. Indonesia and the EU sign a long-awaited free trade agreement, while Japan’s ruling LDP looks set to shift further right with its first potential female prime minister. On the data front, the team delve into export and industrial production numbers as the effect of frontloading finally wanes for most economies. Taiwan’s AI boom however, continues to defy gravity. Plus: what makes a cabinet a cabinet? The team gets briefly philosophical in between the data dump. Questions or Comments, please email us at [email protected]. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.