In today’s briefing:
- Overview #35 – You Can’t Always Get What You Want…
- Global Monetary Tides Turn: Fed Cuts, Europe Holds, Japan’s Stance and Market Impacts Explored
Overview #35 – You Can’t Always Get What You Want…
- A review of recent events/data impacting our investment themes and outlook
- The Precious metals and miners are potentially having blow-off moves
- Strategic Metals and Minerals get another boost from the Trump administration
Global Monetary Tides Turn: Fed Cuts, Europe Holds, Japan’s Stance and Market Impacts Explored
- Global central banks are navigating divergent monetary policies, with the Fed initiating rate cuts while European and Japanese counterparts maintain cautious stances amid varying inflation and growth outlooks.
- Significant economic headwinds, including the impact of tariffs and political instability in key regions, are influencing central bank decisions and contributing to a nuanced global economic landscape.
- This environment of diverging policies and persistent economic pressures sets the stage for a strategic market opportunity, focusing on volatility dynamics in developed markets.
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