Societe Generale strategists reiterated their view, dating back to June 2023, that “all roads lead to the US”, adding that US exceptionalism “has become the market norm”.
“The riskier parts of every asset class have outperformed in 2024 so far, yet we find the market moves to be based on rational optimism and not exuberance,” according to Alain Bokobza and other strategists at the firm.
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Timothy Moore writes on equities, commodities and monetary policy. He writes Before the Bell and contributes to the Markets Live blog. Connect with Timothy on Twitter. Email Timothy at timothy.moore@afr.com
