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cover of episode “It’s All About Credit” | James Aitken on Widening Credit Spreads & Falling U.S. Stocks, Tariff-Induced Slowdown & Trade Disruption, Chinese & European Stocks, and Private Credit

“It’s All About Credit” | James Aitken on Widening Credit Spreads & Falling U.S. Stocks, Tariff-Induced Slowdown & Trade Disruption, Chinese & European Stocks, and Private Credit

2025/3/16
logo of podcast Monetary Matters with Jack Farley

Monetary Matters with Jack Farley
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James Aitken discusses the impact of tariffs on the U.S. economy, highlighting the complexities of Trump's tariff policies and their potential to disrupt global trade.
  • James Aitken is one of the world's most respected investment minds.
  • Aitken predicts U.S. economic growth to slow from 5% to around 3% due to tariffs.
  • Reciprocal tariffs are more disruptive than flat tariffs.
  • The enforcement of reciprocal tariffs is complex and under-resourced.
  • Tariffs are seen as a tool for fiscal stabilization by the Trump administration.

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This episode is brought to you by Fintool.

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James Aitken of Aitken Advisors is one of the world’s most respected investment minds. He joins Monetary Matters to share his view that tariffs - and in particular announced reciprocal tariffs - from the Trump administration are set to slow economic growth in the U.S. from 5% to around 3%, and that accordingly the high-growth environment wherein credit and equities performed extremely well is likely set to give way to a lower-growth environment which will be more bumpy for credit and stocks. Aitken evaluates the current risk-reward in European and Chinese equities, and also shares his analysis of the situation in private credit. Recorded March 14, 2025. 

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