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Show Notes
- Frank Aquila, Sullivan & Cromwell
- Peter Tchir, Academy Securities Head of Macro Strategy
- Samuel Zief, JP Morgan Private Bank Global Macro Strategist & Head of Global FX Strategy
Frank Aquila of Sullivan & Cromwell is expecting a lot of inbound M&A from Europe and Asia. Peter Tchir of Academy Securities says the U.S. must prepare for China to increasingly share their brands globally, and its chips and A.I. focus are a big concern. Samuel Zief of JP Morgan believes European outlook is tilted to the downside.
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