05.8.2025

Fragile Foundations: Tariff Policy and the Divergence in Market Expectations

Market Commentary

By Massimo Santicchia

FRAGILE FOUNDATIONS: TARIFF POLICY AND THE DIVERGENCE IN MARKET EXPECTATIONS

We’re pleased to share the May 2025 edition of Equity Insight. In this update we explore recent developments in tariff policy, market volatility, corporate earnings, and the evolving outlook for investor sentiment.

From shifting trade dynamics to signs of market stabilization, this piece offers timely insights into what’s driving today’s investment landscape. Please click below to access the full report.

Enjoy the read.