Trade tensions continue to dominate headlines, despite the various 90-day reprieves. Relations between the US and China are clearly evolving.

It’s been a busy week in economics, politics and geopolitics with a raft of data in the US and UK, news on tariffs and the UK’s public finances, and overnight news of escalating tensions in the Middle East with Israel targeting Iran’s nuclear facilities.

How will policy uncertainty and macro headwinds shape opportunities in fixed income?