The tariff man cometh: World market themes for the week ahead

Investors await U.S. President Donald Trump's July 9 deadline for trade partners to strike deals on tariffs with a degree of equanimity, but what happens beyond that has the power to stir up more volatility and uncertainty. The data docket for the coming week is light, leaving the focus squarely on tariffs – so far, the U.S. administration has a limited deal with Britain and in-principle agreement with Vietnam. Two down, just roughly 180 to go, including the penguin-populated Heard Island. Here's a look at the week ahead: DEALS, OR NO DEALS? With just days to go until the deadline,…