A Few Cuts More

04/09/2025 10 min Episodio 117
A Few Cuts More

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Episode Synopsis

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