In a recent interview on CNBC Capital Connection with Dan Murphy, Antoine Bracq, MD & Global Head of Investment Advisory at Lighthouse Canton discussed the sustainability of the recent small-cap rally, attributing it to factors like lower US interest rates, Trump's lead in the polls, and high tech stock valuations. He explored the potential for a deeper market correction and shared his views on the US economic outlook, highlighting expected growth rates, the risk of a recession, and the potential impact of geopolitical factors such as US-China economic decoupling.
Watch the full interaction below
Source: CNBC
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