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The "Sell America" and peak AI investment themes, once overhyped, are now correcting, with markets entering a consolidation phase as the Trump administration softens its stance on tariffs and seeks trade deals, particularly with China, which insists on tariff removal before talks. Share: Analysis fe

Market sentiment has improved following a deluge of data and earnings announcements on both sides of the Atlantic. In Europe, CPI updates from major eurozone economies came in stronger than expected, raising questions about the European Central Bank’s (ECB) ability—or immediate need—to continue cutt