27 JUNE 2025
In this Quarterly Macro Briefing, Roger and Peter discuss the recent resilience of markets and their V-shaped recovery in the face of ongoing economic and geopolitical uncertainty.With the dominant theme remaining the Debt Supercycle, they argue the US Treasury market will likely determine the path for most asset classes in the second half of the year.
It was filmed on 23rd June 2025.
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Discussion on the unrest in the Middle East
