Jin10 reports that the United States is expected to make important decisions regarding trade and fiscal policy in July. While these decisions may cause fluctuations, we do not anticipate a lasting impact on the strong growth or the market in the United States. The environment of declining interest rates and yields supports stocks and high-quality bonds, while the dollar will continue to show signs of weakness. Following a recent strong rise, the return expectations for global stock markets appear limited for the remainder of the year.