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We are now at or close to all-time highs again in world equity markets less than three months after the drama of the 2 April tariff announcements.

The rally from the 8 April lows has been historically fast and furious, and focused on the US tech names which had been lagging into the 2 April announcement. The explanation for all of this is fairly simple.
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Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

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135 episodes