Global markets have endured a volatile few weeks, with trade tensions, bond market tremors, and geopolitical uncertainty testing investor resolve. While volatility spiked and US bond yields surged, equities have shown surprising strength, led by AI optimism, Japan’s resurgence, and improving US-China relations. As summer approaches, markets may face new challenges, but solid fundamentals keep the outlook cautiously optimistic.
Global markets have endured a volatile few weeks, with trade tensions, bond market tremors, and geopolitical uncertainty testing investor resolve. While volatility spiked and US bond yields surged, equities have shown surprising strength, led by AI optimism, Japan’s resurgence, and improving US-China relations. As summer approaches, markets may face new challenges, but solid fundamentals keep the outlook cautiously optimistic.
In this week’s edition of The Lowdown, we examine the sharp market rally following easing US-China trade tensions, a UK-US trade agreement, and central bank decisions on both sides of the Atlantic. From Trump's “reset” diplomacy to the Fed's cautious rate stance and the Bank of England's quarter-point cut, we explore the policy pivots, global risks, and why diversified portfolios matter more than ever. Plus: Germany’s industrial uptick, Japan’s trade hopes, and gold's and Bitcoin’s resilience in a volatile world.
In this week’s edition of The Lowdown, we examine the sharp market rally following easing US-China trade tensions, a UK-US trade agreement, and central bank decisions on both sides of the Atlantic. From Trump's “reset” diplomacy to the Fed's cautious rate stance and the Bank of England's quarter-point cut, we explore the policy pivots, global risks, and why diversified portfolios matter more than ever. Plus: Germany’s industrial uptick, Japan’s trade hopes, and gold's and Bitcoin’s resilience in a volatile world.
