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China, EU EV Tariff Talks, Markets Lookahead

Bloomberg Daybreak: Asia Edition

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Analyzing US Equities Performance and Volatility Predictions

The chapter explores the performance of high-flying US equities like NVIDIA, comparing the impact of earnings versus potential on stock values and predicting volatility considering growth trajectories. It also discusses the implications of market-leading stock dependency, lack of significant price action in Apple and Nvidia post rebalance, and the discrepancy between low overall market volatility and impressive gains of select companies.

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