UBS On-Air: Paul Donovan Daily Audio 'US President Trump’s confusion'
UBS On-Air: Market Moves - A podcast by Client Strategy Office

US President Trump confused investors by appearing to delay taxing US consumers of Mexican and Canadian goods. The White House then “clarified” that the tax delay was not decided. Such taxes would be very visible to US consumers, at a time when Trump’s approval ratings on the economy and inflation have fallen, making repeated retreats likely.