Flash Notes

20 de Junho de 2025
Monthly Report | Economic and Financial Market Outlook | June 2025

Hegemonic stability in times of change


A month ago, the global economy found itself subject to an effective US tariff of 30% (3% before L-Day) and there was a feeling that only the behaviour of the bond markets was managing to inject some sense into the trade negotiations which, amid all the chaos, had too many open fronts for the American administration.
Therefore, as the summer gets underway, US import tariffs are at levels compatible with an orderly slowdown in global economic activity.