14th July: Tariff uncertainty sees shift to real assets as silver hits fresh 15 year highs

In this morning’s wrap up, Mark discusses the current stateof the markets, highlighting the recent performance of equities, particularlythe rise in silver prices and the upcoming US earnings reports. The discussionalso covers sector performance, the impact of geopolitical events, and keyeconomic indicators that could influence market trends moving forward. Thespeaker emphasizes the importance of staying informed during this busy periodin the markets.TakeawaysMarkets drifted off in equitieslast week.Silver reached fresh 15-yearhighs, rallying 7-8%.US stocks showed a downward trendover the weekend.Earnings reports this week will becrucial for market direction.Banking sector showed weakness,with earnings coming up.Consumer sentiment is declining,impacting retail performance.Investors are shifting focus toreal assets like metals and Bitcoin.Key inflation data and retailsales will be released this week.Employment numbers in Australiawill be significant.A busy period is ahead withupcoming earnings and economic indicators.