Global Stocks Are Set for Correction, Aletheia Capital's Wilmot Says

The video discusses the factors influencing the end of a bull market, focusing on catalysts that led to market recovery, such as trade deals and global industrial production growth. It highlights the importance of global economic momentum and forecasts a bounce in industrial production growth. The video also examines the implications of trade deals on US and non-US markets, emphasizing the need for sustainable growth acceleration.

What factors contributed to the recovery of the markets at the end of last year?

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What role does the momentum of the world economy play in market predictions?

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How does global industrial production growth impact market trends?

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What are the implications of valuations not being compelling for the market?

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What are the potential outcomes if a trade deal is reached?

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