European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.
History suggests slower Fed tightening tends to support stronger market returns and firmer economic growth, while faster hikes typically deepen drawdowns.
It's been 40 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.
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