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Eddy's Weekly Market Insight

Monday, 04 August 2025

Note: While we shared our Weekly Insight on Saturday, recent developments prompted us to share our latest views again today.

Proceed with Caution

Last Friday, the markets showed rather sharp swings. The main reasons:

  • The import tariffs imposed by Trump turned out to be higher than expected. The average tariff on goods now stands at approximately 18%, compared to about 3% previously.
  • A second reason was that... 
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