Saion Mukherjee says: “As we see traction in manufacturing, our expectation is that we will also see a very strong pickup in private capex. So manufacturing, private capex, exports, would be the drivers of corporate earnings over the medium term. Of course, this would have a ruboff effect on consumption as we go forward.”
Global sentiment shift reflects depth of tariff war fatigue: Seth R Freeman
Seth R Freeman from GlassRatner Advisory suggests that long-dated bond yields might slightly decline, offering temporary relief amidst ongoing uncertainty. The US court’s tariff setback,
May 29, 2025