Description
Inflation rising. Growth slowing. Big tech booming
From escalating global tariffs to the Fed’s anticipated rate cuts, and the surprising resilience of US equities, especially big tech in this month’s insights are a must-watch for anyone navigating today’s economic uncertainty.
Tariffs are back in focus, with Switzerland facing a steep 39% rate.
The Fed is expected to resume rate cuts in September and December.
Despite headwinds, tech stocks are powering the S&P 500 forward.
Download the full report: https://www.zurich.com/economics-and-markets/publications/monthly-investment-insights
