Trump’s tariffs are America’s Brexit, says this strategist. These are the trades to make.

A waning AI bubble is another reason to favor European equity benchmarks over the U.S., says BCA strategist Dhaval Joshi.

May 2, 2025 - 11:46
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Trump’s tariffs are America’s Brexit, says this strategist. These are the trades to make.
A waning AI bubble is another reason to favor European equity benchmarks over the U.S., says BCA strategist Dhaval Joshi.