US markets have steadied after a bout of volatility, helped by easing geopolitical tensions and lower oil prices. As investors look to the second half of the year, attention is shifting from macro risks back to corporate earnings, with growing divergence emerging within the technology sector and renewed interest in cyclical industries. Is the market entering a broader phase of leadership, or will AI and the largest technology companies continue to drive returns?


Image Credit: Shutterstock

US markets have steadied after a bout of volatility, helped by easing geopolitical tensions and lower oil prices. As investors look to the second half of the year, attention is shifting from macro risks back to corporate earnings, with growing divergence emerging within the technology sector and renewed interest in cyclical industries. Is the market entering a broader phase of leadership, or will AI and the largest technology companies continue to drive returns? Image Credit: Shutterstock

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.