bearish
Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement
SUMMARY
- Concerns about the end of US equity exceptionalism could lead to potential weakness in the dollar
- Deepseek model challenges US exceptionalism in tech and could impact equity markets
- Despite volatility, US equity market still strong, but potential for more bouts of volatility ahead
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
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