Edmond de Rothschild Asset Management reviews the market response to the US-China tariff agreement and its implications for global equities, inflation, and fixed income positioning.
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A 90-day reduction in US tariffs on Chinese goods from 145% to 30% eased recession fears and inflationary pressures.
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April US CPI remained stable at 2.3%, while PPI edged up slightly to 2.5%, indicating limited tariff impact—so far.
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Equity markets rallied globally, with tech and consumer discretionary stocks leading in the US, and cyclicals in Europe showing strength.
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