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Uncertainty Surrounds Jay Powell & US Trade

Bloomberg Surveillance

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Navigating Market Uncertainties

This chapter explores the current state of the equity market and the cautious outlook for the second half of the year amid uncertainties. The speakers discuss potential Federal Reserve rate cuts, investor sentiment, and the challenges facing small-cap stocks while weighing the risks of complacency regarding tariffs and inflation. They also analyze the contrasting performance of large-cap growth stocks and their valuation in relation to long-term earnings growth expectations.

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