Bloomberg Surveillance The Rally Continues amid Uncertainty Across Markets
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Jun 10, 2025 
Isabelle Mateos y Lago, Chief Global Economist at BNP Paribas, shares insights on the global effects of tariffs and inflation expectations as US-China trade talks resume. Francisco Blanch, Head of Global Commodities at Bank of America Securities, discusses how trade wars are reshaping agriculture and commodity markets, particularly energy dynamics. Jeff deGraaf, Head of Technical Research at Renaissance Macro Research, offers valuable technical analysis strategies to navigate market uncertainty and examines how volatility can impact trading decisions.
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Europe's Bold Investment Shift
- European markets, especially Germany, are outperforming due to massive public investment in infrastructure and defense.
- This fiscal shift is boosting growth expectations and improving sentiment across the Eurozone.
Eurozone Spreads Reflect Growth Confidence
- Despite increased German yields, other Eurozone countries' spreads remain stable or improve.
- Markets expect German public spending to raise overall Eurozone growth without other countries increasing deficits.
Europe Diversifies Amid Tariffs
- The European Commission aims to minimize tariff damage with the US while diversifying trade globally.
- Europe strengthens ties with the UK, India, and considers joining CPTPP to boost global trade.