Beata Manthey, Head of European Equity Strategy, and David Groman, Senior Global Equity Strategist, discuss why they see volatility in store for the markets. Headwinds like the latest U.S.–China trade tensions and a slowing U.S. labor market are in a tug of war with tailwinds from expected Fed rate cuts and AI enthusiasm. Corporate earnings reporting kicks into gear this week, and with expectations high while valuations are stretched, how well companies deliver against those expectations is likely to fuel volatility further still.
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