This week’s episode covers the S&P 500’s new record highs as US fiscal policy proves stimulative, despite ongoing tariff headlines and persistent inflation concerns. We examine the fresh trade deal with Indonesia, rising political uncertainty in Japan, and what August’s looming tariff deadline could mean for global trade. Q2 earnings season is underway, with strong results from US banks and tech stocks. We explore what these developments could mean for portfolio positioning amid shifting market dynamics. This episode is presented by Eric Mak from the Equity Research Asia team at Julius Baer.

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