In this insightful discussion, Yael Selfin, Chief Economist at KPMG UK, Jack Barnett from The Times, and Richard Fletcher, Business Editor, delve into the whirlwind of Trumponomics. They analyze the fallout from Trump's Davos appearance and the implications of his proposed tariffs, estimating potential hits to the UK economy. The trio also discusses the uncertain investor reactions to rapid policy changes, the risks to the Federal Reserve's independence, and how sectors like defense and tech could emerge as winners amid geopolitical shifts.
