Global markets are in a state of fragile calm amid tariffs and tech momentum.
As sweeping U.S. tariffs take effect, some trade deals like Japan and the UK appear solid, while others show signs of strain. In this month’s Market Watch, CIO Neil Birrell notes that the US economy remains not too hot, not too cold, just about right. Yet with job growth slowing and tech giants holding up much of the market’s strength, even a minor stumble could disrupt the delicate balance. Are financial markets grounded - or growing too comfortable?
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