We started the quarter with President Trump announcing sweeping tariffs that sparked havoc in the markets. Then we shifted to the One Big Beautiful Bill Act, which grants a permanent extension of the 2017 tax cuts. Lastly, we had the 12-Day War between Israel and Iran that may have ended, if not severely reduced, the greatest geopolitical risk in the world -nuclear war in the Middle East. And those
are just some of the key events that shaped markets.
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