KN Market View 02-03-2025

#KNMarketView

Main Topics
- Economics - President Trump announced that tariffs on Canadian and Mexican imports will take effect on March 4.
- Bonds and Currencies - Brazil’s economic crossroads: Balancing fiscal stability and political pressures.
- Commodities - Sugar and Palm Oil Prices React to Supply Shifts and Global Trade Trends.
- Equities - Worldwide markets are shaken after Trump and Zelenskyy meeting.
- Crypto - Cryptocurrency theft of £1.1bn could be the biggest ever.
- Weekly Paper Pick - A Generalized Approach to Portfolio Optimization: Improving Performance By Constraining Portfolio Norms