Dirk Willer put it bluntly—don't panic about oil price disturbances, the bull market script remains unchanged before the Fed shrinks its balance sheet, overweight the US + emerging Asia.

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.