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The United States: Treasury yields are declining amid a rebound in global bond markets.
The Eurozone: Fund managers have been rotating into Eurozone stocks this month.
Equities: Typically, US stocks face challenges after a presidential inauguration.
The strength of the US dollar is projected to reduce S&P 500 EPS growth by about 1.5% in Q1 2025, posing challenges for multinationals.
China: The renminbi jumped this week after Trump discussed trade with Xi Jinping.
Global Developments: Here is a look at currency sensitivity to yield differentials.
Food for Thought: US goods trade with key partners:
Edited by William Villacis
Contact the Daily Shot Editor: Brief@DailyShotResearch.com
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