Summer's end, September's bend?
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Summer's end, September's bend?
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About this listen
August is usually a quiet month, yet this year was anything but. Tariffs, politics, and a 39% US levy on Swiss exports dominated the headlines, but markets held firm – a reminder that fundamentals matter more than short-term noise.
You can read our latest macro scorecard here: Macro Scorecard.
Recorded on August 20 2025.
https://www.rothschildandco.com/en/wealth-management/switzerland/insights/
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