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Macro Mondays: July 28, 2025 | Andreas Steno & Mikkel Rosenvold

Real Vision: Finance & Investing

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Trade Dynamics and Political Tensions

This chapter explores the recent trade agreements between the European Union, Japan, and the United States, analyzing their mixed market reactions and the political dynamics involved. It delves into the complexities of tariffs affecting various European industries and highlights the implications of escalating tensions between President Trump and President Putin. The discussion concludes with insights into the euro's vulnerability and the strategic asset selection necessary in the current economic landscape.

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