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President Trump delivers more tariff letters and lays down the gauntlet to Brazil – announcing a 50% tariff on their exports into the US. Copper also faces a 50% import tariff. US markets rally on artificial intelligence enthusiasm as Nvidia buoys tech stocks, becoming the first company ever to reach a valuation of USD 4 trillion. Our Chief Economist, David Kohl, provides his thoughts on the latest tariff developments and what they might mean for the US economy and the dollar going forwards, and sticking with the tariff theme, Carsten Menke, Head of Next Generation Research, delves into the copper news and the multiple factors at play when it comes to pricing.

(00:00) - Introduction: Helen Freer, Investment Writing
(00:38) - Markets wrap-up: Bernadette Anderko, Investment Writing
(05:54) - Tariff developments by David Kohl, Chief Economist
(13:49) - Copper: Carsten Menke, Head of Next Generation Research
(18:07) - Closing remarks: Helen Freer, Investment Writing

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New tariff threats fail to dent enthusiasm for equities

Moving Markets

New tariff threats fail to dent enthusiasm for equities