Trump, Jamie Dimon, OPEC, and Markets
Bloomberg Intelligence
00:00
The 10 Focus Ideas to Watch for 2Q
The focus ideas are those that combine three things: A high conviction point of view on fundamentals. Secondly, that high conviction should be differentiated from the market. Thirdly, there are catalysts or triggers that we see that can change the market's mindset. So it is the focus ideas to watch for 2Q. We kept it focused. It spans the region. There's five US, three European, two Asian. There's eight that are constructive. There's two that are a bit worrisome. The negative idea is a company called Casey's General Stores.
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