
Saturday Mar 22, 2025
Fed’s GDP Forecast Cut, Trade Tensions Roil Markets, Germany’s Bold Fiscal Move
In today's episode, we delve into the Federal Reserve's revised GDP forecast for 2025 amid economic uncertainties, explore the market turmoil caused by retaliatory tariffs from China, Mexico, and Canada, and discuss Germany's unprecedented €500 billion infrastructure investment fund aimed at modernizing its economy and addressing climate goals. Join us for an in-depth analysis of these significant economic developments and their potential global impacts.
Sources:
https://www.federalreserve.gov/newsevents/pressreleases/monetary20250319a.htm
https://www.cbsnews.com/news/fomc-federal-reserve-interest-rate/
https://www.costar.com/article/339577696/fed-holds-interest-rates-steady-lowers-economic-growth-projection-for-2025
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20250319.pdf
https://www.newyorkfed.org/newsevents/speeches/2025/wil250321
https://www.fxstreet.com/news/federal-reserve-set-to-keep-interest-rate-unchanged-amid-us-recession-fears-and-trump-tariff-concerns-202503191000
https://www.federalreserve.gov/monetarypolicy/fomcprojtabl20250319.htm
https://www.federalreserve.gov/newsevents/pressreleases/monetary20250319b.htm
https://libertystreeteconomics.newyorkfed.org/2025/03/the-new-york-fed-dsge-model-forecast-march-2025/
https://www.federalreserve.gov/newsevents/pressreleases/monetary20250319a.htm
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20250319.pdf
https://libertystreeteconomics.newyorkfed.org/2025/03/the-new-york-fed-dsge-model-forecast-march-2025/
https://www.morningstar.com/economy/tariffs-mean-feds-next-steps-are-anyones-guess
https://www.newyorkfed.org/newsevents/speeches/2025/wil250321
https://www.atlantafed.org/research/inflationproject/bie?item=52cf5b2e-fce9-44fb-9c03-7a129accb186
https://www.federalreserve.gov/monetarypolicy/fomcprojtabl20250319.htm
https://www.raymondjames.com/jp/resources/2025/03/21/weekly-investment-strategy
https://www.fb.org/market-intel/tallying-up-the-latest-retaliatory-tariffs
https://www.youtube.com/watch?v=Q6ay36PCeW8
https://en.wikipedia.org/wiki/2025_United_States_trade_war_with_Canada_and_Mexico
https://www.grantthornton.com/insights/articles/tax/2025/new-tariff-paradigm-how-businesses-can-respond
https://taxfoundation.org/research/all/federal/trump-tariffs-trade-war/
https://www.chemanalyst.com/NewsAndDeals/NewsDetails/trumps-tariffs-to-impact-us-evoh-prices-in-march-2025-35369
https://www.3eco.com/article/trumps-tariff-announcement-triggers-global-trade-war-markets-stumble-2/
https://www.tradecomplianceresourcehub.com/2025/03/20/trump-2-0-tariff-tracker/
https://fortune.com/2025/03/22/trump-reciprocal-tariffs-flexibility-china-stock-market-canada-mexico/
https://www.foxbusiness.com/economy/eu-delays-imposing-first-round-retaliatory-tariffs-against-us-until-mid-april
https://www.wpr.org/news/retaliatory-tariffs-target-wisconsin-top-industries
https://www.cleanenergywire.org/news/german-parliament-adopts-reform-allow-eu500-bln-new-debt-infrastructure-and-climate
https://www.goodwinlaw.com/en/insights/publications/2025/03/insights-otherindustries-pif-germany-creates-improved-framework
https://www.euronews.com/my-europe/2025/03/18/germanys-parliament-passes-historic-package-boosting-defence-spending
https://www.cleanenergywire.org/factsheets/qa-germanys-eu500-bln-infrastructure-fund-whats-it-climate-and-energy
https://www.aa.com.tr/en/europe/germanys-upper-house-approves-massive-defense-infrastructure-funding/3516292
https://www.lemonde.fr/en/international/article/2025/03/18/german-lawmakers-approve-defense-and-infrastructure-spending-plans_6739287_4.html
https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/investment-economic-outlook-march-2025.html