CoinWorld News, Citigroup strategists said that corporate earnings are strong and liquidity has not yet tightened, so it is too early to declare the end of AI trading. Dirk Willer pointed out in a report that the rotation towards Europe caused by falling oil prices is only a temporary phenomenon, and they maintain an overweight on the US and emerging Asian markets. Given that the Fed has not yet raised interest rates and its balance sheet is still expanding, Citigroup strategists believe that the US stock market bull run remains intact.

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AutumnSlopeCabin
· 4h ago
Oil price volatility drives rotation? Same old script.
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HotAirBalloonViewing
· 4h ago
Overweight Emerging Asia, there is indeed still room for that.
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LimitOrderAtTheCrater
· 4h ago
The Fed hasn't tightened yet, so I believe the bull market continues.
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GlassDomeUniverse
· 4h ago
Citi's report is pretty solid, as long as the AI narrative doesn't collapse.
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