Giancarlo Corsetti
Economist at the European University Institute and CEPR, known for research on international macroeconomics and exchange-rate responses to policy shocks.
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Jan 28, 2026 • 17min
S9 Ep7: How exchange rates responded to tariffs
Giancarlo Corsetti, economist at the European University Institute and CEPR known for work on international macro and exchange rates. He discusses the surprising 6% dollar drop after major tariff announcements. He explores how expected tariffs with swift retaliation trigger financial market repricing, link movements in Treasuries, equities and FX, and what that means for dollar dominance and policy.
