#316 US trade shock
Word on the Street
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Market Turbulence and Investor Sentiment
This chapter examines the recent upheaval in financial markets due to disappointing announcements that sparked a sell-off in equity indices, particularly affecting the US market. It highlights the impact of investor panic and explores how changing investor sentiment influenced bond yields and market dynamics amid ongoing tariff disputes. Additionally, the chapter discusses the complexities of measuring market sentiment and its implications for tactical asset allocation strategies.
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