Geopolitical Tensions and Market Dynamics

This chapter examines the potential summit between the president and Vladimir Putin amidst rising geopolitical tensions and anticipated sanctions on Russia. It delves into the intricate U.S. bond market dynamics, particularly focusing on the weak performance of 30-year bond auctions and the implications of corporate earnings amidst tariff impacts. Additionally, the chapter discusses labor market trends, interest rate expectations, and optimistic investment insights related to companies like Google and small-cap stocks.