The featured report from Edmond de Rothschild provides key insights into global market trends, risks, and investment opportunities, informed by expert analysis and investor sentiment.
Key Takeaways:
- Market Uncertainty: Wall Street is down ~4% due to trade tensions and cooling AI enthusiasm post-Nvidia results.
- Geopolitical Risks: Trump’s tariff policies and rising defense budgets in Europe could reshape fiscal strategies.
- Equity Performance: European stocks remain resilient, while US tech faces volatility, with Tesla (-14.7%) and Nvidia (-8.4%) hit hardest.
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