Know The Now – Navigating The New Market Leaders

U.S. equities are at all-time highs. Risk on assets (equities) are rising globally. Chinese equities and Chinese tech are witnessing a strong surge. Emerging Markets such as Korea, Taiwan, and Japan are outpacing developed markets. well as concerns around Europe’s rising long-term yields and debt woes are driving demand. AI and large capital commitments are driving the bull’s enthusiasm in U.S. tech. Oracle delivered blowout guidance. Low inflation and rate cut expectations – needed for a slowing 34U.S. economy with a worsening employment picture – are the second pillar driving U.S. equities higher.