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The morning marked a return to trade-induced market volatility, with stocks in the U.S. and Europe dropping more than 1 percent.
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Three key signals suggest the bull run has room to run.
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Consensus expectations for European market EPS growth had been around 10% prior to this weekend. Now Citi thinks 8% more likely but risks are tilted to the downside.
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Private credit is Wall Street's hottest trade. Now it's coming for your 401(k) Business InsiderThe New Power Of Private Credit Global Finance MagazineRise of Venture Debt, and Its Meaning for Company Founders RealClearMarketsWall Street's Hot Private Credit Investments Target Retirement Portfolios filmogaz.comFund selectors: Private credit "complement, not replacement" Funds Europe
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Treasuries Join Global Bond Slide as Tariff Angst Grips Markets BloombergAsian Stocks Face Wary Start as Tariff Feud Grows: Markets Wrap BloombergAsia markets trade subdued as Trump's Greenland-linked tariff threats weigh on risk sentiment CNBCDollar extends losses as geopolitics revive 'Sell America' trade Reuters
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Citi Downgrades European Stocks on US Friction Over Greenland BloombergOne Wall Street bank wastes no time downgrading Europe over Greenland threat MarketWatchMorgan Stanley: Trump tariff threat poses limited broad risk to Europe stocks investingLive
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