Global Markets Overview

Looking back at what led and lagged in markets in 2025.

Exploring whether market expectations of U.S. easing are credible.

Understanding how equities have maintained momentum while navigating crosscurrents.

Showcasing why monitoring politics and geopolitics remains important.

Understanding how tariff pass-throughs are contributing to price pressures and inflation in the U.S.

Exploring why the U.S. economy may be losing momentum.

Exploring the four big macro questions related to U.S. trade policy.

In this issue, we explore the continued shifts in trade tensions, investor sentiment and geopolitical developments that defined the month of June 2025.

In this issue, we explore the very volatile month of April 2025, showcasing its two distinct phases before and after the 90-day pause.

From tariff to turbulence, our latest Global Markets Overview explores market volatility and asset price moves in April 2025.

Our latest issue explores the two-sided impact of economic policy uncertainty on financial markets.