Welcome to the latest Walden Capital Market Insight.
In this issue you will find the following key points covered:
- Markets moved past “peak volatility” when the White House announced a 90 day pause on additional tariffs, fearing a “Truss moment” in US bonds.
- The flip flop of tariff policy and global disruption to trade raises uncertainty for businesses and the economy.
- Slowing trade and selling of US assets put the dollar under pressure.
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