Eddy Loh, Chief Investment Officer, Maybank Singapore's Group Wealth Management discusses how the back and forth on tariffs sets up June after a better than expected month of May. He walks through the likelihood of tariff escalations, as well as why he is more cautious towards global equities particularly US stocks. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Eddy Loh, Chief Investment Officer, Maybank Singapore's Group Wealth Management discusses how the back and forth on tariffs sets up June after a better than expected month of May. He walks through the likelihood of tariff escalations, as well as why he is more cautious towards global equities particularly US stocks. Produced/Presented: Ryan HuangSee <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Bigger Pic: Downgrading U.S. equities from neutral to underweight