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Episode 49: Pulling Global Markets Together with Laurence Balanco, CMT

Fill The Gap: The Official Podcast of the CMT Association

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Global Market Dynamics Amid US Uncertainty

This chapter analyzes the current performance of global markets in comparison to the US, highlighting resilience in certain sectors amidst recession fears. It discusses the potential implications of a US economic slowdown on international equity markets, examining key indicators and historical trends to contextualize current movements. The conversation explores the impact of technological themes, particularly in relation to NVIDIA, and assesses market corrections alongside emerging opportunities in various regions.

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