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How Animal Spirits Can Carry US Equities

Bloomberg Surveillance

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Eurozone vs U.S. Portfolio Rebalancing and Bitcoin Dynamics

This chapter contrasts portfolio rebalancing strategies between Eurozone and U.S. investors, addressing the impact of tariffs and fiscal structures on market performance. It also explores Bitcoin's market dynamics, highlighting significant price milestones and increased ETF interest. Additionally, the discussion covers copper's declining prices as an indicator of potential global deflation and its implications for other commodities.

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