This week's episode explores how markets are moving beyond tariff fatigue, with attention shifting to the surge in copper prices and renewed interest in European assets. We also touch on the latest US tariff announcements and their implications for trade partners.
Meanwhile, diverging views within the Federal Reserve and strong technicals continue to shape sentiment in Asian credit. We discuss what these developments could mean for portfolio positioning.
This episode is presented by Magdalene Teo, Head of Fixed Income Research Asia at Julius Baer.
