ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Jason McDonald breaks down the changing global investment landscape. He explains why US equities are becoming less attractive compared to European and emerging market equities, against a backdrop of rising inflation expectations, surging commodity prices, and worsening US budget deficits. Jason discusses the narrowing valuation gap between US and European equities, the resurgence of commodities, and why selective exposure to emerging markets could offer compelling opportunities. With political shifts ahead and incoming global tariffs, it’s time to reassess where the best risk-reward opportunities lie.

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