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cover of episode Boeing aircraft, duty-free no more

Boeing aircraft, duty-free no more

2025/4/21
logo of podcast Marketplace

Marketplace

AI Chapters Transcript
Chapters
This chapter analyzes the current state of the US economy, questioning its perceived strength in light of market reactions and rising interest rates. Experts discuss the impact of rising interest rates on fiscal policy and the implications of potential political instability.
  • Markets are showing that the U.S. is a riskier place to do business.
  • Rising interest rates negatively impact the fiscal outlook.
  • Political risk is increasingly priced into markets.
  • Firing Jay Powell would be extremely destabilizing for the markets.

Shownotes Transcript

The scale and volatility of the trade war may be surprising, but tariffs aren’t new — unless you’re an aircraft manufacturer. (A trade agreement eliminated duties on commercial jets in 1980.) Last week, China told its airlines to reject Boeing deliveries, and since then at least two jets have been redirected to U.S. soil. Also in this episode: Student visa revocations could impede U.S. innovation in tech and science, home sellers are making concessions and consumers struggle with credit card debt.