Ryan Mumy and Justin Greenhill break down the most critical market trends affecting your portfolio. In this episode, we analyze:
- The impact of new tariffs on US-China trade dynamics
- Why the dollar has dropped 8% YTD and what it means for global capital flows
- The disconnect between "hard" economic data and sentiment surveys
- Where systematic traders stand and their potential impact on market direction
- The technical picture: are we at a bull/bear market crossroads?
From inflation pressures to rate cut expectations, this comprehensive market analysis provides advisors and investors with the insights needed to navigate today's complex investment landscape.
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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
