Recorded 19 June 2025

In this latest quarterly update, Tim Toohey explores how escalating geopolitical tensions and tariff policies are impacting inflation, market sentiment, and global trade dynamics. With volatility rising, he breaks down what investors should – and shouldn’t – worry about.

Despite softening U.S. data and fiscal risks mounting, equity markets have bounced hard. Tim questions whether this rally is sustainable and what it means for the Fed’s next move. Meanwhile, Australia may be quietly emerging as a global bright spot, with the RBA signaling a path toward lower rates.