Commentary
What comes next after the U.S. tariff negotiation extension?
Balanced positioning may benefit investors amid increased trade uncertainty.
Key Takeaways
- The U.S. tariff pause originally set to expire on July 9, 2025, has been extended until August 1, 2025.
- This delay gives countries additional time to finalize bilateral trade agreements with the United States.
- For most long-term investors, we suggest maintaining a balanced portfolio that includes equity exposure to benefit from continued economic resilience and earnings growth, as well as fixed income positioning that may help prepare for economic uncertainty.
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What comes next after the U.S. tariff negotiation extension?
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Commentary
What comes next after the U.S. tariff negotiation extension?
Balanced positioning may benefit investors amid increased trade uncertainty.
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