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13min chapter
US Equity Bullishness as Concerns Mount in Europe
Bloomberg Surveillance
Contrasting Economic Conditions and Investment Strategies in Europe
Discussion on the divergence in US and European monetary policy due to economic disparities, including the impact of Taylor Swift's tour on European growth. Analysis of sector performances in Europe, challenges facing the German economy, and the ECB's view on Germany. Client perspectives on capital allocation focusing on infrastructure investments and the potential refinancing avalanche at higher interest rates.
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