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
1 day 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.