Negative shock of tariffs, policy uncertainty heightens risk to government finances
Trade conflict is dimming growth prospects, raising inflation fears
Higher defence demands will pressure government balance sheets, dent confidence, Moody's warns
Growth was concentrated in smaller market segments, interest rate derivatives flat
Consultations target liquidity mismatch vulnerabilities at investment funds
Easing interest rates, coupled with rising geopolitical risk, boost outlook
Market reaction to geopolitical events often proves overblown
Easing financial conditions cushion impact of slowing global economy
Rate cuts on tap this year, although size and timing remain data driven
Surging crude energy prices drive higher raw material costs