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Experts
June 4, 2025

Syconvictions June 2025

Most of the losses from the April sell-off triggered by “Liberation Day” have been wiped, and indices are now nearing their recent highs. The tariffs will remain in place, however. At best, they should stand at 10% minimum and could be much higher for some goods.

The confidence shock that has affected institutions and several pillars of the US economy in the United States will persist, as demonstrated by the sharp rise of the term premium on long-term rates in the US. With such poor visibility and lacking clear pointers, how can investors navigate markets that continue to deliver so many surprises?



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Syconvictions June 2025

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