Today it was mostly about the Trump tariffs again! and of course what the Trump Zelenskyy meeting means for the economy and defense spending in Europe. A big thank you to the team at Radio Television Hong Kong (RTHK) for the welcome back that they gave our CIO Alain Groshens. On Money Talk this morning, he and Richard Harris, hosted by the eloquent Chloe Feng 馮雪, gave their perspective on recent news including:
▶️The latest on-the-record clash between Ukrainian President Zelenskyy and the US administration
▶️EU measures on defense financing, including defense spending hikes.
▶️China Caixin PMI reading showed that China’s factory activity expanded at its fastest pace in three months, what does that mean in terms of the outlook of the Chinese economy?
▶️China’s outlook amid US tariff hikes, and expectations over the Two Sessions
▶️Beijing’s expected response to increased US tariffs
If you missed the live version this morning, you can listen to the podcast here: https://bit.ly/4h0ZtbC
