Click Here for Printable Version August 1st saw the big EU/USA trade deal that the markets were waiting for. This is a flat 15% tariff with a commitment to buy virtually all of the US’s current gas production. Very similar to the Japan deal and at the higher end of market expectations. The overall effective … Continue reading “July 2025 Market View”

Click Here for Printable Version July the 9th was supposed to be the definitive tariff day. Markets hoped this disruptive process would end, allowing the tariffs and their economic impact to be priced in so the Bull market could resume. At this point, the issue has simply been postponed. Now the new “final” day is … Continue reading “June 2025 Market View”