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House View - May 2025
Автор: Mirabaud Group
Загружено: 2025-05-21
Просмотров: 124
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The recent US – China de-escalation on tariffs offers a moment of relief, easing some of the tail risks we have been monitoring. However, in our view it is more a pause than a strategic shift. The structural tensions remain firmly in place, and the underlying conflict is not yet resolved.
How does this shape our macroeconomic outlook and asset allocation?
Join Valentin Bissat, Chief Economist & Senior Strategist, and Marie Thibout, Senior Strategist & Economist, as they share our latest insights.
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