State Street Favors U.S. Stocks, Jones Says

The video discusses investment strategies focusing on US equities due to strong returns and quality earnings. It also highlights a shift towards European equities, particularly in Germany, Italy, and France, while reducing exposure to safe havens like Switzerland. In emerging markets, the focus is on Asian countries such as China, Korea, and Taiwan, with an eye on improving trade indicators. The currency market analysis suggests a pause on the dollar, with potential adjustments in Euro, Swiss, and Korean Won against the yen. The key risk remains the trade situation, which could be influenced by political factors.

How is the dollar expected to perform towards the end of the year?

What risks are associated with the current trade situation?