Equity markets struggled despite cooler-than-expected US inflation data, as mixed bank earnings, Fed independence concerns, and Iran tensions weighed on sentiment. The latter two factors boosted gold and silver to new record highs. Attention turns to the US and the prospect of possibly hearing about the Supreme Court’s decision on IEEPA tariffs later today. Dario Messi, Head of Fixed Income Research, discusses the potential impact on the bond market and what it means for investors.
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