Trader TV: Markets Brace for Tariff Deadline & Liquidity Tsunami – What’s Next?

Markets hold their breath as the tariff deadline looms—liquidity shifts could spark fireworks.

The Countdown Begins

Traders are glued to screens, waiting for the dominoes to fall. Will tariffs trigger a sell-off, or is this just another bluff in the high-stakes poker game of global finance?

Liquidity Whiplash

Cash is king, but its throne is wobbling. With liquidity sloshing between asset classes, crypto stands ready to capitalize on traditional markets’ indecision. (Funny how decentralization suddenly looks appealing when central banks fumble.)

The Cynic’s Corner

Meanwhile, Wall Street’s algo-trading overlords are probably placing bets on both sides—because why pick a winner when you can charge fees for losing?

Global markets will be heavily driven by three major forces this week, says Syz Group’s Charles-Henry Monchau—the US’s tax and spending bill, the looming tariff deadline on July 9, and any signals that could shift the needle on interest rate cuts or liquidity conditions in the second half of 2025. The chief investment officer shares his views on how these macro events could impact market activity and liquidity across equities, bonds, and foreign exchange.

Monchau discusses how he sees a dichotomy of events unfolding—whereby retail investors are complacent while some hedge funds are underexposed to risk assets. Also, in this episode, the CIO talks expected volatility in H2, potential methods for protecting cross-asset portfolios, and likely factors that could trigger a significant shift in the dollar’s valuation.