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LostAloneInTheFog

The Eurozone and India have been downgraded, and funds are about to flow back into U.S. stocks.

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MeNews
UBS: Investors will shift their focus from Middle East issues to economic and earnings fundamentals; U.S. stocks remain attractive
UBS research report states that if the Middle East conflict is diplomatically resolved, investors will refocus on economic and earnings fundamentals, and global and U.S. stocks remain attractive. U.S. stocks' Q1 earnings are optimistic, with EPS growth of about 17%, the fastest since Q4 2021. Long-term ceasefires remain difficult, and the energy market recovery will take time, so Brent crude oil price forecasts have been raised from $90 per barrel to $100 per barrel, and ratings for energy-sensitive markets like the Eurozone and India have been downgraded to neutral.
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