Markets Policy Partners Macrocast
A pod at the intersection of financial markets and government policy
Markets Policy Partners Macrocast
Markets Policy Partners Macrocast: Supply Chain Discussion with Loren Smith from Skyline Policy Risk Group
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Markets Policy Partners
In this episode of the MPP Macrocast, we are joined by Loren Smith from the Skyline Policy Risk Group to discuss the key stressors impacting global supply chains – Red Sea attacks, metastasizing conflict in the Middle East, the Key Bridge disaster in Baltimore, and the earthquake in Taiwan. We parse their impact, and then turn to the interrelated issues of US-China trade friction and the ramifications of the upcoming election for trade.