In its latest Market Flash, Edmond de Rothschild Asset Management analyzes the impact of Donald Trump’s renewed tariff measures and central bank responses on global markets.
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US tariffs and steep H-1B visa fee hikes fuel inflation risks and geopolitical tensions, pressuring labor markets and trade flows.
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Central banks in China and Switzerland held rates steady, while Fed rate-cut expectations faded amid resilient US data.
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Bond yields rose sharply, creating tactical opportunities in US and European government debt, while equities reacted unevenly across sectors and regions.
Which strategies can best navigate this evolving macro backdrop? Explore the full report for deeper insights.
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