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energy and technology reshape markets amid shifting global dynamics
Mr. Shing highlights a significant shift in US energy production, particularly in natural gas, which could reshape trade dynamics with Europe amid rising LNG demand. He anticipates a broadening of US market returns beyond tech stocks, while cautioning about inflation's impact on Trump's presidency and the contrasting economic recovery in southern European nations compared to their northern counterparts. Energy security and the transition to cleaner energy remain pivotal in the global economy.
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