Episode Details

The big things you need to know:

• First, our analysts were generally constructive aside from the war.
• Second, our survey results reiterate the idea that the US is seen as a safety trade due to greater war resiliency, and that Europe does not necessarily present as a better alternative despite the potential for the US to lag if/when war fog clears.
• Third, we review the most interesting sector tidbits from the survey.