
A Few Cuts More
Equity markets have lost a little ground in recent days and bond markets have been more jittery, as legal challenges to US tariff policies add to a tense backdrop of geopolitical meetings between China, Russia, and India. In our charts this week we focus on:
Gold prices and trade policy uncertainty
US Tariffs
India's economy and markets
Global monetary policy
Euro area inflation
The US profit cycle
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.