Markets eye tariff deadline, and liquidity shifts for H2.
Global markets will be heavily driven by three major forces this week, says Syz Group’s Charles-Henry Monchau—the US’s tax and spending bill, the looming tariff deadline on July 9, and any signals that could shift the needle on interest rate cuts or liquidity conditions in the second half of 2025. The chief investment officer shares his views on how these macro events could impact market activity and liquidity across equities, bonds, and foreign exchange.
