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Navigating Global and Asia-Pacific Economic Prospects Amid U.S. Policy Changes and Tariffs
Date: Monday, June 23, 2025
Time: 10 am Hong Kong/Singapore, 11 am Tokyo/Seoul, 12 pm Sydney/Melbourne
Duration: 1 hour
U.S. policy changes are impacting the global economy. In the U.S. itself, the combination of slower growth and higher inflation will challenge the Federal Reserve. Externally, U.S. tariff policy is hurting international trade, raising uncertainty, geo-political impacts, and leading to scrutiny on supply chains. While the suspension of many tariffs have provided relief in China and the rest of Asia, tariff uncertainty remains and will weigh on Asia-Pacific economies. Still, solid domestic demand, industrial upgrading and intra-Asian trade should support relatively robust trend growth in Asian emerging market economies.
- U.S. import tariffs will lower growth in the U.S. and abroad, and raise U.S. inflation
- China’s economy is challenged by U.S.-China trade tension and soft domestic demand
- External headwinds will weigh on APAC economies but not stall them
- Supply chain shifts have been modest so far but how will geo-politics work out?
In this evolving macro and trade landscape, how can we leverage data and AI to enhance risk management and strategic planning?
Speakers
Louis Kuijs
Chief Economist, Asia-Pacific
S&P Global Ratings
Michelle Cheong
Head of Thought Leadership, Credit Solutions
S&P Global Market Intelligence
Shruthi Nagarajan
Senior Research Analyst, Credit Solutions Thought Leadership
S&P Global Market Intelligence
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Navigating Global and Asia-Pacific Economic Prospects Amid U.S. Policy Changes and Tariffs
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