Timeline:

0:00 Disclaimer

0:31 Introduction

04:32 One Big Beautiful Bill, Cut Spending, Tariffs, BRICS

19:20 Markets: DXY, Xau/USD, Xag/USD, Copper, S&P500&Nasdaq, EM Stocks, WTI, US Rates Curve, 10Y Bonds, BTC&Nasdaq

36:30 Brics, Argentina, Commodities

1:20:00 Acknowledgements and conclusion

Website: https://www.aqrm.com

Send questions via email: [email protected]

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