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EPISODE · Jul 1, 2025 · 12 MIN

US trade deals back in the limelight

from Moving Markets · host Julius Baer

With geopolitics now taking a back seat again, investor attention is moving to US tariffs. Markets are focused on whether the EU and the US can conclude a trade deal in time for the 9 July deadline, while Canadian PM Carney yesterday said that US-Canada trade talks are set to resume after Canada withdrew its digital services tax on US tech companies. US equity markets rose yesterday, with both the S&P 500 and the Nasdaq 100 reaching new all-time highs. Manuel Villegas, Next Generation Research, provides an update on the crypto market and shares his outlook on digital assets for the second half of the year.(00:00) - Introduction: Helen Freer, Investment Writing (00:27) - Markets wrap-up: Jonti Warris, Investment Writing (06:28) - Digital assets: Manuel Villegas, Next Generation Research (11:49) - Closing remarks: Helen Freer, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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