Observations from Dubai. Our recent take on the US market—despite the ‘breakdown in peace talks’ over the weekend—remains very positive. The US market now appears to have ‘departed’ from the ‘conflicts’ and is focusing solely on earnings. It’s somewhat similar to the Ukraine war, where bearish sentiment lasted only a week and a half. That said, we expect $Invesco QQQ(QQQ)$ to outperform this week, as the initial ‘knee-jerk’ reactions when the US market opens on Monday could present an opportunity. Good luck, America.
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