Why are markets so fragile right now? Jess Roberson and Urs Droese break down what has moved in the economy and where markets may head into the summer and the US midterms. They cover the US dollar's recent strength within a longer-term downward trend, the role of oil and gold, Switzerland's low inflation and unemployment, Europe's growth challenge, the Federal Reserve's new tone under Chair Warsh, and why stretched AI valuations and a wave of IPOs call for discipline and careful risk management.

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