As July 9, 2025 approaches, the Biden–Trump tariff saga enters a critical new phase. With the deadline looming for the possible reimposition of steep reciprocal tariffs, U.S. trade negotiators have recalibrated their approach—setting aside earlier ambitions for sweeping trade deals in favor of more targeted, sectoral agreements. 1. From Grand Vision to Tactical Moves In early April,…
The U.S. stock market experienced a significant rally in May 2025, with the S&P 500 recording its best May performance in three decades. This surge was fueled by investor optimism that President Trump may scale back the next wave of tariffs expected on April 2. Market Highlights: These figures indicate a robust market environment, with…
Deutsche Bank has revised its year-end forecast for the S&P 500, raising the target from 6,150 to 6,550. This adjustment reflects increased optimism due to reduced concerns over tariff-related earnings impacts and sustained economic strength. Strategists, led by Binky Chadha, now estimate the negative impact from tariffs to be about one-third of previous estimates. The…
