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Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement

At Any Rate

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Exploring US Equity Performance Amid Global Challenges

This chapter examines the possibility of increased volatility and potential drawdowns in the US equity markets, suggesting a shift away from US market outperformance. Key discussions include the impact of the AI model DeepSeek, retail investor trends, and the influence of political elements on dollar and equity performance.

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