Global equity markets are nearing record highs even as U.S. tariffs are set to resume on July 9 and geopolitical risks—like the Israel-Iran conflict—loom large.Investors face a paradox: optimism in AI and rate cuts, but fallout from tariffs and unstable dollar.
This cautious optimism may not last. With equity valuations 15% above fundamentals, any shock—trade, policy, or geopolitical—could trigger a correction. Wise investors are watching jobs, inflation, and trade policies more closely than stock charts.
Festusur
51 days agoGlobal equity markets are nearing record highs even as U.S. tariffs are set to resume on July 9 and geopolitical risks—like the Israel-Iran conflict—loom large. Investors face a paradox: optimism in AI and rate cuts, but fallout from tariffs and unstable dollar.
This cautious optimism may not last. With equity valuations 15% above fundamentals, any shock—trade, policy, or geopolitical—could trigger a correction. Wise investors are watching jobs, inflation, and trade policies more closely than stock charts.