Citigroup's Dirk Weiler: Europe's business cycle is turning, overweight US stocks, bearish on the US dollar
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最新报道：According to Bijie.com, at the "2025 Asset Management Annual Conference," Citi's Head of Global Macro and Asset Allocation Research, Dirk Willer, shared his investment views on major global markets for the second half of this year. Willer first outlined Citi's asset allocation strategy: overweight equities (particularly the US, and to a lesser extent Europe), underweight UK equities; neutral on government bonds, overweight emerging market bonds, underweight Japanese government bonds; underweight investment-grade credit in Europe and the US; neutral on commodities; short the US dollar, long the euro and some emerging market currencies. Regarding the stock market, Willer noted the clear return of "American exceptionalism," as clearly demonstrated by its performance relative to Europe and other regions. The core driver is the resurgence of artificial intelligence trading, with the technology sector leading the US market and providing key support.
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