June Outlook: Trump’s Fluid Policies

Outlook Overview: Trump’s Fluid Policies (here)

U.S. Outlook: Slowdown but not Recession (here)

China Outlook: Reasonable but Unbalanced Growth Trade (here)

Japan Outlook: Hot Inflation Partially Transitory (here)

Asia/Pacific (ex-China/Japan) Outlook: Slower Trade, Softer Inflation, and Looser Policy (here)

Eurozone Outlook: In Tariff Limbo Land? (here)

Western Europe Outlook: The First Shall be Last (here)

EMEA Outlook: Global Uncertainties and Domestic Dynamics (here)

DM Rates Outlook: Yield Curve Steepening? (here)

DM FX Outlook: USD uncertainty increases as Trump changes the rules (here)

Equities Outlook: Choppy Then 2026 Gains (here)

EM FX Outlook: USD Less in Favor, but EM Mixed (here)

Commodities Outlook: Policy Realignment (here)

Technical Analysis: Quarterly Forecasts FX/Rates/Equities For Q3 2025 (here)