Implications of American tariffs

Wednesday 6 November 2024

Morgan Stanley with the note.

Gauging Potential Economic Implications of Higher Tariffs

Although future trade policy is heavily debated heading into the US election, our Global Economics team believes the market may still be underappreciating the degree to which higher tariffs, if implemented, could affect the US economy.

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.