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Show Notes
- Kit Juckes, Soc Gen Chief FX Strategist
- Dan Ives, Wedbush Sr. Equity Research Analyst
- Earl Davis, BMO Head: Fixed Income & Money Markets
Kit Juckes of SocGen discusses his expectation for dollar strength to continue this year. Dan Ives of Wedbush anticipates a key 2025 theme to be software participating in the AI revolution. Earl Davis of BMO discusses the opportunity expected tariffs are providing in fixed income.
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