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Digest | 30 April 2025

  • Edward von der Schmidt
  • Apr 30
  • 4 min read

Updated: May 16

Tariff front-loading and policy paralysis weighed on initial estimates for first quarter GDP, but resilient if slowing consumption and moderating price pressures attenuated stagflation risks for now. The S&P mounted a substantive late recovery to close in the green. A reversion of losses in excess of 2% coincided with reports of US outreach to China and indications of initial deals in the weeks ahead. Gold's steady retreat continued while oil woes were exacerbated by Reuters' report that Saudi Arabia was unwilling to step in to support the market ahead of anticipated output increases. Notably, the US and Ukraine signed an agreement to establish a joint investment fund tied to natural resource revenues.

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