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This Edmond de Rothschild market flash report analyzes recent global market developments and strategic implications for investors.
• U.S. Markets: "American exceptionalism" drives investor preference for U.S. equities, supported by resilient economic data and improving lending conditions.
• European Outlook: Political uncertainty in Germany creates headwinds, while mixed corporate earnings weigh on sentiment in chemicals and automotive sectors.
• Emerging Markets: Asia faces challenges with declining equity performance, while China’s retail and industrial growth beat expectations.
• Credit Markets: Investment-grade bonds gained 0.4% amid tighter spreads and low volatility.
For deeper insights into asset class performance and tactical recommendations, access the full report.
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