What’s top of investors’ minds this week?

Trump seems emboldened. Nowcaster models such as the Atlanta Fed’s GDPNow suggest that the US economy grew about 2.6% in Q2. Crucially, the unemployment rate has remained low at 4.1% and tariffs have yet to meaningfully impact inflation. This mix increases the risk that Trump will follow through with his pledge to implement higher “reciprocal” tariff rates on August 1.

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Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.