KN Market View 2025-06-01

#KNMarketView

Main Topics
Economics - European companies are becoming increasingly cautious about their outlook in China

Bonds and Currencies - EM bonds shine amid treasury volatility and dollar weakness

Commodities - Cocoa Pressured by Weather and Inventories; Platinum Rallies on Supply Crunch and Chinese Demand

Equities - US Equities; tariffs on, tariffs off

Crypto - Vance Vows to Champion the Crypto ‘Movement’ & Trump's promise to make US world's 'crypto capital' to be a reality

Weekly Paper Picks - Spillover effects of US monetary policy on emerging markets amidst uncertainty