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Tariffs Aren’t Going Away | PIMCO’s Policy Head Libby Cantrill on Trade and Tax Environment In New U.S. Administration

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Manage episode 478693529 series 3627237
Content provided by Jack Farley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Farley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, joins Monetary Matters to explain her outlook on U.S. trade and tax policy. Cantrill argues that while Trump administration has flexibility in tariff negotiations and that the China tariffs are likely headed much lower (a prediction that already looks like it will come true), tariffs are not going away anytime soon and she views the 10% tariffs on the world as a floor, with reciprocal tariffs on top of that floor especially on China being elevated. Cantrill also shares her views on sectoral tariffs, the rumored “Mar-a-Lago Accord” (she doesn’t think it has traction), and tax cuts. Recorded the afternoon of April 22, 2025.

Follow Libby Cantrill on LinkedIn https://www.linkedin.com/in/libby-cantrill-cfa-17162513b/

Most recent piece, “Overall U.S. Tariff Level Still High Despite Exemptions”:

https://www.pimco.com/us/en/insights/overall-us-tariff-level-still-high-despite-exemptions

Cantrill’s profile on PIMCO: https://www.pimco.com/us/en/experts/libby-cantrill

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

  continue reading

99 episodes

Artwork
iconShare
 
Manage episode 478693529 series 3627237
Content provided by Jack Farley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Farley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, joins Monetary Matters to explain her outlook on U.S. trade and tax policy. Cantrill argues that while Trump administration has flexibility in tariff negotiations and that the China tariffs are likely headed much lower (a prediction that already looks like it will come true), tariffs are not going away anytime soon and she views the 10% tariffs on the world as a floor, with reciprocal tariffs on top of that floor especially on China being elevated. Cantrill also shares her views on sectoral tariffs, the rumored “Mar-a-Lago Accord” (she doesn’t think it has traction), and tax cuts. Recorded the afternoon of April 22, 2025.

Follow Libby Cantrill on LinkedIn https://www.linkedin.com/in/libby-cantrill-cfa-17162513b/

Most recent piece, “Overall U.S. Tariff Level Still High Despite Exemptions”:

https://www.pimco.com/us/en/insights/overall-us-tariff-level-still-high-despite-exemptions

Cantrill’s profile on PIMCO: https://www.pimco.com/us/en/experts/libby-cantrill

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

  continue reading

99 episodes

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