America innovates, Europe regulates - Tech companies delay AI features in Europe

After markets were rattled by weaker-than-expected economic data last Friday, investors are facing rising political risks this week, with the first US presidential debate between Joe Biden and Donald Trump scheduled for Thursday and the French election on Sunday. Recent leading indicators point to a slowdown in economic momentum in Europe, weighing on equities, while US technology companies are having a tough time with European regulators. Mensur Pocinci, Head of Technical Analysis, explains why the technical setup for equities remains positive, why interest rates could trend lower in the summer months and why US equities remain his favourite region.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:28 Markets wrap-up by Jan Bopp (Investment Writing)
07:08 Technical Analysis update by Mensur Pocinci (Head of Technical Analysis)
11:10 Closing remarks by Bernadette Anderko (Investment Writing)

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