Tariff noise trumps markets again – and the US dollar suffers

Trade tensions took centre stage again, as President Donald Trump delayed the imposition of 50% tariffs on the EU until early July. The move sparked a relief rally in European markets, while the US dollar fell to its lowest level since 2022. Trading volumes remained subdued due to holidays in the US and UK markets. Meanwhile, Japan's long-term yields declined as the Ministry of Finance is apparently considering reducing bond issuance, which would be a potential boost for stocks and the yen. Manuel Villegas, Next Generation Research, joins us to discuss his insights on the potential investment case for digital assets and he also provides an update on AI.

• (00:00) - Introduction: Helen Freer, Investment Writing
• (00:34) - Markets wrap-up: Roman Canziani, Head of Investment Writing
• (06:33) - Digital assets and AI update: Manuel Villegas, Next Generation Research
• (13:24) - Closing remarks: Helen Freer, Investment Writing

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.