{podcast} There’s been no let-up in concerns about trade tariffs overnight, quite the opposite in fact judging from comments from US Commerce Secretary Wilbur Ross and with the plunge in the NY Fed’s Empire manufacturing survey – linked to the Mexico tariff threat – a salutary reminder of what could be the impact of broadening tariffs to all Chinese imports and/or imposing tariffs on all auto imports, as Ross insists is still a distinct possibility. Stock markets are generally unfazed by this – and too the news that Iran says it will beach agreed stockpile limits for low grade uranium in days as it tries to get ... (full story)