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India and Taiwan hit with 25% and 20% respctively
Trump, Reeves and gilt yields
Trade war avoided
40% stated tariffs did not impact strategy
EU to spend $750bn on US energy
CAC 40 up 1.4%
Japan invests $550bn investment into the US
UK only exception
Up from 2.4% in May
Many optimistic at the start of 2025
01 August 2025
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2 min read
