The Big View

The year since the US president’s ‘Liberation Day’ tariff war has produced many surprises. In this episode of The Big View, Peter Thal Larsen and IMD Business School’s Simon Evenett discuss why dire forecasts fizzled, how China levies fell to 26%, and why a larger jolt looms.

The Supreme Court Rules, Uncertainty by Design Remains – Global Trade Alert

Trade Redirection of Chinese Exports During 2025: Evidence from Full-Year Data – Global Trade Alert

The Big View: What Trump’s tariff tantrum will do to world trade

The Big View: Why Trump’s trade assault will fail and keep going

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It’s easy to be glum about a continent grappling with US tariffs, cuts to aid, and climate change. Yet Joe Studwell, author of ‘How Africa Works’, says the conditions for development are in place. In this episode of The Big View, he tells Peter Thal Larsen why he’s optimistic.

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Prime Minister Sanae Takaichi’s new government can curb excess competition and speed industrial consolidation. On this episode of The Big View, Monex’s Jesper Koll tells Una Galani that borrowing will not rise, while higher interest rates will reshape equity markets.

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Big Tech is splurging around $700 bln on artificial intelligence investments this year, while others are braced for disruption. In this episode of The Big View, Peter Thal Larsen talks to Andrew Sheets, Morgan Stanley’s head of fixed income research, about what happens next.

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Decades of economic cooperation are under threat from political division and military rivalry. In this episode of The Big View, Peter Thal Larsen talks to Eswar Prasad, author of ‘The Doom Loop’, about why integration went into reverse and whether the old system can be salvaged.

 The Doom Loop: Why the World Economic Order is Spiraling into Disorder

 Davos 2026: Special address by Mark Carney, Prime Minister of Canada

 How globalisation set the stage for new strongmen

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