HSBC strategist Max Kettner says investors may want to lean more into the European story, implying fading US exceptionalism by August. The comment is a relative positioning call rather than a macro data point, but it could support European equities and related FX positioning if markets rotate away from the US.
HSBC strategist Max Kettner says investors may want to lean more into the European story, implying fading US exceptionalism by August. The comment is a relative positioning call rather than a macro data point, but it could support European equities and related FX positioning if markets rotate away from the US.
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