Mind on the Markets Quarterly: 3 themes shaping Q2 markets

  • Investor Services
BBH experts discuss how global markets are responding to ongoing economic volatility.
  • Recent Trump administration tariff implementation and ongoing federal job cuts have markets questioning US economic exceptionalism. If US economic growth slows, global markets are also expected to suffer.
  • In response to growing global geopolitical tensions, the European Union (EU) is tracking towards a more optimal union.
  • The aim of the ‘Mar-a-Lago Accord’ is to revitalize US manufacturing and weaken the US dollar to help revitalize the American domestic economy. It could carry heavy implications for the US and China.

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