Group 1 - The macroeconomic outlook is heavily influenced by political factors, with uncertainty prevailing in the current political climate in the U.S. [7][10] - The expectation of a recession is widespread, leading to a cautious approach among investors, who are looking for opportunities to buy at lower prices [16][17] - The current investment environment is perceived as deteriorating, with a lack of clear, actionable investment opportunities [17][18] Group 2 - The copper market is experiencing a stable demand despite the ongoing tariff discussions, with expectations that the U.S. will impose a 25% tariff on copper [21][22] - The U.S. is working to restore supply chains, which is seen as a positive development for the copper market [22] - The overall inventory levels for copper are low in SHFE and LME, while Comex inventories are high, indicating a complex market dynamic [24][26] Group 3 - The bond market is expected to experience fluctuations due to new debt issuance and ongoing economic uncertainties, with long-term U.S. Treasury bonds losing their traditional role as a safe haven [38][39] - The narrative around tariffs is evolving, with market participants beginning to price in the impacts of tariffs on equities [41][48] - The overall asset returns across various categories have been strong since 2023, influenced by fiscal easing and global central bank rate cuts [46][50]

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