2 June 2025 | 11:10PM BST GOAL Kickstart Emerging EM resilience with weaker Dollar despite tariff uncertainty Last week's performance was again dominated by trade tariffs. Delayed 50% import tariffs on EU until July 9th caused initially a market recovery, followed by uncertainty around the Court of International Trade ruling and renewed concerns on US-China trade tensions. April's US core PCE showed slowing inflation (+0.12% m/m, 2.52% y/y) despite tariff uncertainty, with similar trends in the Euro Area. L ...