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Global Credit Conditions Q2 2025: Puzzling Reshuffling

Tariffs imposed or mooted by the U.S. and countermeasures by other countries are moving apace in 2025. This has weakened investor sentiment, consumer confidence, and should weigh on economic growth this year. At the same time, global alliances and multinational institutions are being upended. The fundamental geopolitical changes at play will likely lead to material shifts in capital flows between regions, sectors, and asset classes.

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