The US economic orchestra has been playing a peculiar tune lately, with President Trump wielding his conductor’s baton in ways that have left both markets and overseas trading partners scrambling to keep time. As we head through June, the 90-day pause on “reciprocal” tariffs – that brief intermission following April’s dramatic “Liberation Day” announcements – is approaching its expiration date. The question isn’t whether the music will resume, but rather what melody we’ll hear next. We discuss the implications for markets and portfolio construction and share our top investment themes.

Hosted by Nick Perryman, Vice Chairman

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