GFF Podcast
GFF Podcast
Clearstream
The Global Outlook on Tariffs, Trade and Reserve Currencies in 2026
40 minutes Posted Dec 19, 2025 at 6:00 am.
Festive Opening And Guest Intro
Tariffs As A New Policy Baseline
Supreme Court Ruling On Tariff Powers
US–EU Relations Beyond NATO
UK’s Role Between Washington And Brussels
Summit Preview: Euro And Reserve Currencies
Dollar Dominance, Rates, And 2026 Outlook
Fed Independence And Politicised Swap Lines
China, mBridge, And Sanctions Workarounds
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40:56
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Show notes
In our Christmas special, we are joined by Charles Lichfield, Deputy Director of the Geoeconomics Center at the Atlantic Council, to discuss the major economic events and geopolitical shifts of 2025, and what we should expect next year. Charles will be the opening keynote speaker at our 2026 GFF Summit and will also co-host the Central Bank and Sovereign Wealth Summit alongside our podcast hosts Andrew Keith Walker and Christian Rossler. We are talking about reserve currencies, China, U...