This June 27, 2025, Market Flash by Edmond de Rothschild Asset Management reviews investor sentiment amid geopolitical and macroeconomic developments across regions.
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Despite US-Iran tensions, markets remained stable, buoyed by a symbolic Iranian response and a fragile ceasefire; oil fell $10 to $67.
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Trade progress—ten US-China deals and reduced rare earth restrictions—improved risk appetite, while European equities rose on defense and basic materials.
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Fed policy remains in focus, with growing calls for July rate cuts amid softening data and political pressure, supporting bond carry and selective equity strategies.
Explore the full report for deeper insight into asset class positioning and regional macro shifts driving portfolio performance into Q3.
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