Ajay Rajadhyaksha of Barclays says Mexico, Canada, China, Europe are the 4 main economies that 'matter' from a trade standpoint, and that barring any breakdown in tariff talks, he has a year-end S&P target of 6050, driven by the AI dividend.
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Video at Youtube: https://www.youtube.com/watch?v=U7FlpT5CQAA