Peter Andersen says “the main driver of all this confusion” is markets is the tariffs. Trump needs a “major win” on trade, and the market still has “underlying optimism” that it will happen. “Time is his enemy,” he adds. Peter is positioned for a “tremendous” bounce back in markets but thinks multiple data points are needed to push the market back up. However, he is turning skeptical on big tech and A.I., seeing overvaluation.
Morning Trade Live
23 Apr 2025
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