Markets are entering a make-or-break phase. After a wild first half of 2025 filled with black swan events, tariff twists, and political showdowns, the second half promises even more explosive moves. With the ECB Forum in Sintra and U.S. Fed tensions heating up, investors are bracing for central bank shocks, rising volatility, and sudden trend reversals.
Goldman Sachs is sounding the alarm: brace for elevated policy risks and extreme equity swings. Yet amid this chaos, some indices—like Germany’s DAX—are quietly outperforming, hinting at deeper shifts beneath the surface.
The question is: Will you ride the next wave or miss the breakout entirely?
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