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Monthly Macro & Strategy | Pour some sugar on me 

By iAGAM, 6-Jun-2025 10:28:57 AM 

In May, markets rebounded thanks to a perceived de-escalation of trade tensions, particularly after the surprise suspension of certain tariff measures. Despite an uncertain climate, investors reacted positively to a “less bad” scenario, despite the contradictions in the Republican economic program.

 

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