In this insightful episode, François Savary, CIO at GENVIL, discusses with Mark Williams the EU-US trade agreement and its impact on financial markets. Although criticized, the agreement remains a necessary compromise in the current economic context. They also dive into the earnings season, interest rates, and the pressure on the US dollar.
🔍 Key Takeaways:
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An EU-US trade agreement is better than no agreement, and could boost European stocks.
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The US dollar remains under pressure due to economic developments.
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The Federal Reserve plays a crucial role in market stability.
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Technologies and AI: key sectors for future investments.
📊 Earnings Season: US companies are showing strong results with 80% exceeding expectations, while European results are more mixed.
Tune in to this in-depth analysis to understand the current state of the markets and the outlook ahead! 🚀
For more insights, visit Mark’s YouTube channel and follow the latest discussions.
