Linda Yueh on SiriusXM: When trade turns tactical
On The Business Briefing, Dr Yueh joins Janet Alvarez to unpack Greenland, tariffs and why markets are still on edge
In her latest SiriusXM appearance with Janet Alvarez, London Business School's Dr Linda Yueh offered a cool headed read on one of Davos’ most combustible flashpoints. What briefly looked like a worst case scenario over Greenland and looming US tariffs may have been stood down but, Yueh warned, markets are far from reassured.
Speaking on The Business Briefing, Yueh explained how proposed tariffs of up to 35 percent on European economies would have risked halving eurozone growth at a time when it is barely expanding. The episode, she noted, helps explain gold’s sharp rise and the persistent unease across currencies and equities.
Yueh also pointed to Europe’s growing readiness to respond. The EU’s so called anti coercion “bazooka” signals a faster, tougher posture in a world where trade and investment are increasingly weaponised, even among allies.
Looking ahead to 2026, Yueh struck a cautiously optimistic note. Inflation is easing, interest rates are turning, and fiscal policy on both sides of the Atlantic is becoming more supportive. The business cycle, she argued, is shifting. The wildcard remains geopolitics.
As ever, it was a reminder of why Yueh’s regular conversations with Janet Alvarez have become required listening for anyone tracking the intersection of markets, policy and power.
To listen to the programme, click here