The market dates back to Trump's rhythm: opportunities after geopolitical disturbances
Geopolitical disturbances usually have a deadline and markets move again to Trump's rhythm, although the Fed will have a lot to say. The theme again will be the tariffs and the commercial war, after the twelve days where the focus has been the Israel and Iran war. Pablo García, director of Divacons Alphavalue, recalled that the end of the tariff pause is July 9, so it is the key issue again.
