
Can Europe be a beacon for investors?
Should investors still be in thrall to the idea of US exceptionalism?
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.
Economic and US Treasury Market Review.
War in the Middle East, sticky inflation, tariff and budget uncertainty all hit markets in June.
Slowing growth, tariff uncertainties, rising debt, energy worries, and sticky inflation plagues policymakers.
The US-China deal, Iran’s growing threat, and ongoing dollar weakness.
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