Weekly Market View

2026

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AI-generated summary

This report provides a concise overview of market trends and outlooks, highlighting key investment opportunities and risks.

* **Trump 2.0 Impact:** Analyzes the economic and market effects of President Trump's second term, including stock performance, dollar weakness, and geopolitical implications.
* **Geopolitical Fissures & Havens:** Discusses how widening geopolitical tensions are increasing demand for safe-haven assets like gold, with updated price targets.
* **Regional Equity & Bond Insights:** Offers specific recommendations on rotating from Korea and Taiwan equities to China and India, and highlights attractive Japanese financial institution USD bonds.

Tags: Market View, Trump 2.0, Geopolitics, Gold, Equities

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