This week’s topics include:✅ U.S.–Japan trade deal and what it means for global risk sentiment📊 Q2 earnings beat expectations—but growth is slowing📈 Meme stocks signal renewed retail risk appetite🏦 Central banks pivot toward holding rates—insights from the ECB and Fed📉 Vanguard cuts U.S. equity return forecasts; bonds catch up🌍 DeepMacro flags expansion in emerging markets📌 Internal perspectives from Victor Zhou and Elena Zeng on portfolio positioning📈 How Dantes Outlook is adjusting exposures across equities, bonds, commodities, and currencies🔗 Join our exclusive client and advisor platform:DantesOutlook.com/connect

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