2025 Economic Outlook Virtual Seminar
The New World Order: American Tariffs and China’s Overcapacity
About the Event
The Trump administration has reshaped the global economic order. Major economies—including the EU, Japan, and South Korea—have accepted 15% U.S. tariffs while pledging hundreds of billions in U.S. investment. China faces the highest rates, reducing its exports to the U.S. Just as the world adjusts to this tariff reality, a U.S. appeals court struck down Trump’s reciprocal tariff.
What lies ahead for U.S. trade policy? What is the state of the U.S. economy? Will tariffs drive inflation? Will cooling labor markets push the Fed to cut rates? Meanwhile, China continues exporting deflation and industrial overcapacity. Is it sustainable?
In this seminar, we will also discuss:
■ The latest developments in China’s economy
■ U.S. real estate and regional economic performance
This event will be hosted on Microsoft Teams.
