skinny.

Latest / Macro Pulse

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

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