In this episode of the Citi Institute podcast, host Alex Miller is joined by Candi Wolff, Citi’s Head of Global Government Affairs and Nathan Sheets, Global Chief Economist at Citi to discuss the rationale for the current U.S. tariff regime, and to share their insights on the administration's ongoing trade negotiations and the global impact.

Candi Wolff, highlights the importance of understanding the political processes and key decision-makers (such as the president) in shaping US trade policy.

Nathan Sheets, Global Chief Economist at Citi provides an overview of the different trade corridors (China, USMCA, and the rest of the world) and the varying degrees of difficulty in negotiating tariff deals within each.

Our guests reflect on the broader geopolitical and technological disruption, with AI and digital transformation accelerating amid the trade tensions.

The speaker's views are their own may not necessarily reflect the views of Citi or any of its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The expressions of opinion are not intended to be a forecast of future events or a guarantee of future results.