Show notes
In this episode, James and Giles take a closer look at the key market moments from July - starting with the latest wave of global trade tariffs (1:33). With President Trump’s 1 August deadline now behind us, over 90 countries are facing higher tariffs… yet markets are still pushing higher. So, have we moved past peak-tariff uncertainty?
Our experts also dig into the US economy, where tensions between President Trump and Fed Chair Jerome Powell continue to bubble (7:15). With fresh GDP and labour data backing calls for looser monetary policy, could the Fed be falling behind the curve? And…
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