Speciale Market Trends - II quarter 2025
The new episode of Market Trends focused its analysis on the global macroeconomic context, marked by the announcement of the recent tariffs imposed by the Trump administration. A development that immediately triggered strong volatility in financial markets, with divergent dynamics: some sectors showed signs of significant growth, while others experienced a clear slowdown.
Commenting on the international scenario and its impact on the markets were two distinguished guests:
· Alexandre Carrier, portfolio manager at DNCA and expert in commodities and metals
· Maria Paola Toschi, Global Market Strategist at J.P. Morgan AM
Thanks to their contributions, the episode explored both the direct consequences on trade and industry, and possible investment strategies in a rapidly changing environment.