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CIO Insights 2Q25:

Build Resilience Amid Tariffs

Market Updates

The die is cast on global trade

Markets brace for tariff poker

Less sanguine as Trump’s tariff impact weighs

East Asian currencies underperformed

JPY and SGD depreciate while INR recovers

Markets in a state of flux

BOE to join the Fed’s cautious pause, SNB to deliver a final cut

German vote is likely a “buy the rumour, sell the fact” event for the EUR

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