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However, equities made gains as the … Currently, the fed and the bond market are in sync and forecast two 25bp rate cuts by year end 2025. · uncertainty over us trade tariffs dominated markets in the quarter. · in this letter, we recap the second quarter, discuss how market conditions changed from q1 to q2, and … · on holding ag reported its financial results for the second quarter ended , showing a notable … · key financial and operating metrics for the six-month period ended compared to the six …