TAM TALKS – WEEKLY MARKET UPDATES
Rate Cuts, Sector Swings, and Europe’s Next Moves
The U.S. Federal Reserve cut interest rates by 25 basis points this week — its first rate cut since December.
Market Crosscurrents: Inflation Peaks, Gold Surges, and Fed Cut Odds Rise
Inflation shows signs of peaking, fueling a surge in gold as investors seek safe havens. At the same time, rising expectations of a Fed rate cut add momentum to shifting market dynamics.
Markets Find Relief as Fed Shifts Tone
Political instability, trade tensions, and lower bond yields create a complex environment for investors, acting as both a headwind and a potential support for markets.
Solid business activity, however, helps stabilize European markets by providing a co...
Markets Walk the Tightrope
Global financial markets navigate a precarious balance between growth and risk, with factors like inflation and geopolitical tensions creating an unstable tightrope.
Investors and institutions must carefully move forward, as any misstep could lead to s...
Tariffs, Rate Cuts, and Resilient Earnings Shape the Week
European corporate earnings show resilience, led by finance and healthcare sectors, despite pressures from tariffs and a strong euro. The BoE's surprise rate cut and easing geopolitical tensions offer some market relief, yet trade-related uncertainty persists due...
The 15% Compromise
Markets welcomed a partial EU–US trade deal, avoiding a full-blown trade war, though a 15% tariff on key EU exports remains. AI optimism and strong US tech earnings—especially from the "Magnificent Seven"—continue to drive market performan...
Strong Earnings Calm Inflation Fears
Positive corporate profit reports are easing concerns about rising inflation, suggesting companies can manage higher costs.
This has shifted investor focus to the fundamental strength of businesses, boosting market confidence.
The Boy Who Cried Tariff
Last week showed how markets grow numb to constant threats—what once sparked panic now gets little reaction.
The media even dubbed this desensitisation the "TACO Trade"—Trump Always Chickens Out.
Tariffs, Debt, and No Fear
The trade outlook remains murky as the US tariff pause expires on 9 July.
The US is back in hardball mode, but markets seem numb to Trump’s threats and reversals as stocks keep pushing to record highs.
Dodging Bullets, For Now
This was a week when everything could’ve gone wrong—but didn’t. Quite the opposite.
Israel and Iran agreed to a ceasefire (for now), oil prices fell—easing inflation concerns—and US economic data continues to soften just e...
