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Macro & Market Perspectives July 2025

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MACRO MARKET PERSPECTIVES

Q2: A ROLLER COASTER QUARTER TRADE WARS, TARIFFS & RESILIENTLY SOARING STOCKS SO, WHAT HAPPENS NEXT? OUR PREDICTIONS FOR THE REMAINDER OF 2025 FACING HEADWINDS STICKY INFLATION, EXCESS INVENTORY & SLUGGISH RATE CUTS SPECIAL REPORT THE RETURN OF THE TARIFF & THE IMPACT ON INVESTORS


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Macro & Market Perspectives July 2025 by Oakworth Capital Bank - Issuu