Audio commentary: Unraveling the uncertainties

As the U.S. and China continue their tariff battle, we look at the potential impact of tariffs on China’s economic growth and what steps China equities investors should take if there is a market rebound.

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Janet Engels and Tylar Lunke look back at key takeaways from 2024 and discuss highlights from the Global Insight 2025 Outlook.