The potential for lower US interest rates, a weaker dollar, and Trump Tariff Turmoil have created one big headache for Bank of Japan Governor Kazuo Ueda. William explores how Japan’s central bank will weigh the need to stimulate its economy to offset declining exports with the need to continue normalizing interest rates. If the Fed cuts rates and the BOJ hikes them, the yen-carry trade could be at risk. … Latin America faces its own Trump Tariff Turmoil. Our southern neighbors are increasingly sending their exports to China and would suffer if tariffs trigger a global economic slowdown. Diversifying their export base could be part of the solution.
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