India's Election Impacts Markets
Bloomberg Surveillance
Market Analysis and Geopolitical Shifts
The chapter delves into the current market sentiment, highlighting factors influencing exuberance levels like company earnings, macro changes, and policy rates. It discusses the performance and sustainability of US equities, emphasizing the importance of quality and value strategies in trading decisions. The conversation transitions to geopolitical dynamics, focusing on American-Israeli relations, Mexico's new president's stance on Israel, IMF funding for Ukraine, and the evolving relationships between Russia and the West.
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