Can the Fed survive Trump?
US equities hit highs, the dollar weakens, and yields are mixed.
Who is winning in the tariff ‘game of chicken’?
President Trump continues to issue tariff threats.
When will the tariff threats stop?
Tariff implementation delayed as more tariff letters sent.
June review: The fog of war
June witnessed significant financial market volatility driven by headline risks, including persistent trade tensions despite US assurances and escalating US-Iran geopolitical friction impacting energy markets.
EXANTE Quarterly Macro Insights Q2 2025
We look at what has happened in the world of global economics and finance over Q2 2025 and what risks and events may affect markets in Q3 2025.
Fixed Income Briefing June 2025
Economic and US Treasury Market Review.
Will Trump Continue to Win?
War in the Middle East, sticky inflation, tariff and budget uncertainty all hit markets in June.
What else can go wrong?
Slowing growth, tariff uncertainties, rising debt, energy worries, and sticky inflation plagues policymakers.
Who will be the victor?
The US-China deal, Iran’s growing threat, and ongoing dollar weakness.
Which market will offer investors more?
Investors shift on trade uncertainties, rising debt and the end of US exceptionalism.
Fixed Income Briefing May 2025
Economic and US Treasury Market Review.
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Dear Clients and Visitors! Since there is an abundance of fraud activity on the Internet (aiming to abuse the brand name and logo of EXANTE and other reputable investment companies) please make sure you match any mention of EXANTE with our legal name [EXT, XNT, etc.] Any other entities have no right to use the EXANTE logo as part of their branding. If you witness any unauthorised use of our brand on a third party website, please let us know at support@exante.eu so that we can enact the necessary steps for removal.
