In this episode, Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelligence, speak with Eloise Goulder, head of the wider Data Assets & Alpha Group. They discuss the case for a further rally in U.S. equities, which could be driven by catalysts, including corporate earnings and tariff negotiations, as well as relatively light positioning. They explain why this view may only be tactical, given risks to medium-term economic growth. And finally, they explore the state of equity markets outside the U.S., including in Europe, China and Japan.
This episode was recorded on May 30, 2025.
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