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EPISODE · Apr 9, 2025

The Great Tariff Shock: What's next for China and FX?

from Podzept - Deutsche Bank Research

The US has levied over 100% tariffs on Chinese goods after a week of upwardly escalating retaliation. Trade appears to be decoupling between the world’s first and second largest economies. Oliver Harvey, Head of EM Currency Research sits down with Yi Xiong, China Chief Economist and Mallika Sachdeva, Managing Director in Thematic Research to discuss the implications for China’s economy, global trade flows and strategic considerations for the currency.

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