JPMorgan global market strategist Hugh Gimber says the equity broadening story will play out as the second half of the year progresses and as US political risk starts to play a bigger factor. The election has "sort of fallen off the market’s radar," Gimber said on Bloomberg Television, Thursday. "If talk of debt levels and fiscal sustainability comes back, it’s where something like the FTSE 100 starts to really work," he added.
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News post in August 15, 2024, 12:04 pm.
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