US Exceptionalism, AI Stocks, and Bitcoin with Fiona Cincotta

The UK Investor Magazine was delighted to be joined by Fiona Cincotta, Financial Market Analyst at StoneX, to break down the latest developments in markets.

We cover US exceptionalism, AI stocks, oil, EUR/USD, and Bitcoin.

Fiona provides her view on US exceptionalism and how US stocks may perform compared to European stocks in the coming periods. We explore recent volatility and question whether there is an element of complacency creeping into markets.

We run through Bitcoin and crypto markets and look at the factors that could drive prices in Q3 2025. Fiona explains the seasonal impacts on Bitcoin and why this year could be different.

Fiona finishes with her view on the biggest opportunities and risks for the remainder of 2025.

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