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Joe Quinlan, Chief Market Strategist from the US Trust-BOA Private Wealth Management shares his insights on the Trump Administration delaying the 50% tariffs on Europe to July, battered sectors like luxury goods and autos could offer bargain opportunities if sentiment turns. Meanwhile, the US dollar’s rebound has fizzled, boosting emerging markets. A stronger yuan and improving policy clarity in China are lifting ASEAN equities particularly in infrastructure, financials, and tech-driven growth sectors.
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See omnystudio.com/listener for privacy information.
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Joe Quinlan, Chief Market Strategist from the US Trust-BOA Private Wealth Management shares his insights on the Trump Administration delaying the 50% tariffs on Europe to July, battered sectors like luxury goods and autos could offer bargain opportunities if sentiment turns. Meanwhile, the US dollar’s rebound has fizzled, boosting emerging markets. A stronger yuan and improving policy clarity in China are lifting ASEAN equities particularly in infrastructure, financials, and tech-driven growth sectors.
Image Credit: Shutterstock.com
See omnystudio.com/listener for privacy information.
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