Too Early for Rotation Into Europe Stocks: State Street

Juin 8, 2026 - 05:15
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Too Early for Rotation Into Europe Stocks: State Street
Marija Veitmane, equity research head at State Street Global Markets, discusses the artificial intelligence trade and how Middle East peace prospects impact European stocks. While an end to war and lower energy costs would benefit Europe, "it needs to come with a cyclical earnings recovery and we're just not there yet," Veitmane says on Bloomberg Television. (Source: Bloomberg)

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