With geopolitics now taking a back seat again, investor attention is moving to US tariffs. Markets are focused on whether the EU and the US can conclude a trade deal in time for the 9 July deadline, while Canadian PM Carney yesterday said that US-Canada trade talks are set to resume after Canada withdrew its digital services tax on US tech companies. US equity markets rose yesterday, with both the S&P 500 and the Nasdaq 100 reaching new all-time highs. Manuel Villegas, Next Generation Research, provides an update on the crypto market and shares his outlook on digital assets for the second half of the year.

• (00:00) - Introduction: Helen Freer, Investment Writing