In this insightful episode, François Savary, CIO at GENVIL, discusses with Mark Williams the EU-US trade agreement and its impact on financial markets. Although criticized, the agreement remains a necessary compromise in the current economic context. They also dive into the earnings season , interest rates , and the pressure on the US dollar .

🔍 Key Takeaways :

An EU-US trade agreement is better than no agreement, and could boost European stocks.

The US dollar remains under pressure due to economic developments.

The Federal Reserve plays a crucial role in market stability.

Technologies and AI : key sectors for future investments.

📊 Earnings Season

US companies are showing strong results with 80% exceeding expectations, while European results are more mixed.

Tune in to this in-depth analysis to understand the current state of the markets and the outlook ahead! 🚀

For more insights, visit Mark's YouTube channel and follow the latest discussions.