The potential trade tensions with partners like the European Union over the domestic supply chain requirements for tax credits under the Inflation Reduction Act is discussed as a key topic.
The podcast episodes cover various aspects of trade tensions, with a focus on the escalating conflict between China, the European Union, and the United States over issues like tariffs on cars and electric vehicles, as well as tensions related to climate policies and the energy transition.
For example, episode 45789 - 'China goes tit for tat on tariffs' discusses the trade tensions between China and the EU over potential tariffs on cars and electric vehicles, while episode #193 - 'Harmonizing EU and US Climate Policies' examines the trade tensions arising from divergent climate policies between the EU and the US.
Other episodes, such as 40107 - 'Consumer prices rose at a slower rate in May' and 51730 - 'Central banks are scooping up the US dollar', touch on the broader implications of trade disputes and tariffs on the economy, inflation, and financial markets.