Geoffrey Gertz

Governments are definitely thinking and worrying about [supply chain problems] a lot, most obviously in medical goods and PPE [personal protective equipment].

We’re entering this new phase where there seems to be these rolling blackouts of countries turning on and off their economies going in and out of lockdowns.

“For American businesses, [Trump's tariff threats] introduce significant uncertainty: it is hard to make investment decisions in the face of continual threats of new tariffs, even if many of them may not ultimately be enacted.”