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overseas markets show resilience amid upcoming us tariff changes

Deepak Puri, chief investment officer at Deutsche Bank Americas, highlights that the upcoming US tariffs on April 2 will provide insights into trade costs and their economic impact. He notes that overseas markets have been experiencing growth for various reasons beyond just tariffs.

equity market outlook for 2025 amid earnings season and political changes

U.S. equities are expected to remain central in 2025, despite a potential increase in market dispersion. The outlook for the DAX is uncertain, with valuations offering limited protection against earnings surprises. Q4 2024 U.S. earnings may exceed lowered expectations, while European earnings face greater risks.

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