
Bloomberg Surveillance TV: July 18th, 2025
Bloomberg Surveillance
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Valuation Premium and Economic Divergence in Global Markets
This chapter explores the premium valuation of U.S. equities in light of a potential economic slowdown and interest rate cuts. It contrasts the performance of U.S. tech stocks with improving economic conditions in Europe, while examining currency fluctuations and the varying reactions of U.S. and European monetary policies.
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