
Who’s next in the firing line?
Equities edge up, the dollar drops, gold rises, and oil falls as new tariffs come into effect.
Equities edge up, the dollar drops, gold rises, and oil falls as new tariffs come into effect.
Markets await the President’s suggested replacements as policymakers speak today.
Investors worry over institutional independence and policy uncertainty.
The TORO trade begins as US exceptionalism fades and risk-off sentiment rises.
Should investors still be in thrall to the idea of US exceptionalism?
Trump’s global tariff wins, questions on Fed independence, and AI stocks continued rise.
US equities hit highs, the dollar weakens, and yields are mixed.
President Trump continues to issue tariff threats.
Tariff implementation delayed as more tariff letters sent.
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.
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.
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