Market Flash of March 4, 2025
Mar 4, 2025 ·
9m 46s
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Description
In this episode: - The U.S. economy is showing signs of weakness, with declines in consumer confidence, retail sales, and the housing sector. Gold is outperforming, while AI stocks face...
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In this episode:
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- The U.S. economy is showing signs of weakness, with declines in consumer confidence, retail sales, and the housing sector. Gold is outperforming, while AI stocks face corrections—Nvidia dropped 7.7% after its quarterly results, signaling increased volatility.
- Europe continues to outperform the U.S., supported by capital inflows and signs of economic recovery. In Germany, Merz is pushing for tax reforms and a strengthening of common defense. A rebound in the German economy could benefit mid and small caps, especially if positive developments emerge regarding the conflict in Ukraine.
- The U.S. is imposing new tariffs, impacting the automotive industry and other sectors. Markets are assessing whether this is a negotiating tactic or a definitive measure. The idea of a potential “Trump put” to support equities is gaining traction, while investors remain cautious about global economic prospects.
Information
| Author | Kairos Partners SGR |
| Organization | Kairos Partners SGR |
| Website | - |
| Tags |
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