Surprisingly Positive Tariffs

Published on July 31, 2025

With August tariff extensions looming, several major companies are now guiding for reduced tariff impacts, a shift that has helped boost market sentiment this earnings season.

Continue reading on website
Other news

Janus Henderson’s Multi-Asset Quarterly Report - Q3 2025

July 31, 2025
Judging by soaring asset valuations in the wake of President Trump backing away from the worst-case tariff scenario, one could believe that the threat posed by upending the global trade framework has been removed. We are more circumspect.

Meta Pivots on AI Under the Cover of a Superb Quarter

July 31, 2025
On Wednesday, Mark Zuckerberg addressed every constituency that mattered.