In this episode, Damanick Dantes breaks down the week’s biggest market movers—from a major U.S.–Japan trade deal to the return of meme stock mania—and how central banks are shifting their tone. He also shares insights from Deutsche Bank, Vanguard, DeepMacro, and members of the Dantes Outlook team on what’s driving asset class performance and how portfolios should adapt. It’s a concise, strategic guide to cutting through the noise and making smarter investment decisions.
This week’s topics include:
✅ U.S.–Japan trade deal and what it means for global risk sentiment
📊 Q2 earnings beat expectations—but growth is slowing
📈 Meme stocks signal renewed retail risk appetite
🏦 Central banks pivot toward holding rates—insights from the ECB and Fed
📉 Vanguard cuts U.S. equity return forecasts; bonds catch up
🌍 DeepMacro flags expansion in emerging markets
📌 Internal perspectives from Victor Zhou and Elena Zeng on portfolio positioning
📈 How Dantes Outlook is adjusting exposures across equities, bonds, commodities, and currencies
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