The more I thought about today’s session the less it seemed to matter as the countdown clock ticks ever closer to go time for the most anticipated (and arguably most important) set of numbers for the year? Yes Europe will be a little more sheltered given the lack of AI exposure but given the size of the implied move (c$300bn mkt cap swing in either direction) it will have a fairly significant impact on the next directional move for the whole Equity complex it feels. Ahead is a tricky seasonal…
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