Tim Mulholland, President of TJM Limited, Chicago, breaks down the ripple effects of recent court rulings on Donald Trump’s trade tariffs. We assess US jobless claims, shifting macro policies, the US dollar rebound, and ASEAN’s equity-currency divergence in offering key strategies for navigating 2025’s uncertain global markets.

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What do the movements in US and Japanese bond markets signal about investor sentiment and the outlook of the global economy? We get insights on this and more with Vishnu Varathan of Mizuho Bank.

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David Dietze, Chief Investment Strategist at Dietze Wealth Management shares his insight on the rising US durable goods orders which could signal solid business investment, although consumer confidence is slipping. Why had markets rallied after Trump delayed EU tariffs and could the Tech and Infrastructure stocks remain strong? Further discussion on the weaker US dollar riding on Fed rate-cut talk, driving interest in non-US assets.

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Joe Quinlan, Chief Market Strategist from the US Trust-BOA Private Wealth Management shares his insights on the Trump Administration delaying the 50% tariffs on Europe to July, battered sectors like luxury goods and autos could offer bargain opportunities if sentiment turns. Meanwhile, the US dollar’s rebound has fizzled, boosting emerging markets. A stronger yuan and improving policy clarity in China are lifting ASEAN equities particularly in infrastructure, financials, and tech-driven growth sectors.

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The Fed’s playing it safe as trade talks stay murky and inflation risks linger. With the dollar sliding, investors are eyeing Asia. Rising yields are hitting tech valuations, and talk of reshoring production is bumping up against reality—Apple and others face steep costs to shift from China. Brian Arcese, Portfolio Manager & Equity Analyst from Foord Asset Management shares his insights and outlook.

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The US Congress has passed a sweeping, multi-trillion dollar tax break package, what Donald Trump calls his "one big beautiful bill", that will add an unprecedented USD5.2 trillion to the US national debt. Shane Oliver, Chief Economist at AMP Capital, breaks down the market reactions thus far including why Moody's had downgraded the US.

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President Trump recently met with House Republicans to advocate for the passage of the "One Big Beautiful Bill Act," coinciding with the U.S. Dollar Index slipping below the key 100 level. Tony Nash, CEO of Complete Intelligence, weighs in on what’s driving the decline and how investors should adjust their equity strategies in response to a weaker greenback.

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There have been signs of renewed interest in the Chinese property bond market as the CRIC China Property USD Bond Index rose about 9% this year. Does this point to a light at the end of the tunnel for China's beleaguered real estate sector? Carlos Casanova weighs in on this and other economic trends. 

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US President Donald Trump's "big, beautiful’ tax bill has passed the House Committee hurdle, retailers like Walmart and Mattel confirm they will be passing on costs to consumers and Moody's has downgraded the US government's credit rating. Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management unpacks what these all mean.

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Moody's became the last of three ratings agencies to downgrade US sovereign credit due to concerns over the growing national debt. How might this affect the appetite for US equities? We discuss the outlook with Tim Waterer of KCM Trade.

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