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Weekly Newsletter – 8th Aug , 2025

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Q2 earnings for US corporates have been fairly strong so far. Treasury yields experienced upward pressure, reflected in slightly poor long-term note auctions. News flow from the White House continued to be strong, with announcements regarding leadership of the Federal Reserve and the announcement of more tariffs on India over the import of Russian oil. Separately, the US and Russian presidents are set to meet later this week to discuss the Ukraine situation. Other major announcements this week include US July inflation data and retail sales.

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