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BNP Paribas derived 40% of its total 2024 revenues from net interest income, making it quite exposed to ongoing ECB rate cuts. Click to read why BNPQY is a Buy.

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From tariff threats to renewed economic fears, uncertainty abounds. TD Asset Management's Ben Gossack discusses how sticking to an investing program can help counter negative sentiment.

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EUFN: Room For Further Valuation Re-Rating

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As trade and economic uncertainty weighs on Wall Street, European markets have been enjoying somewhat of a resurgence. TD Asset Management's Michael Brown discusses potential opportunities.

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Commerzbank: ROTE Target Increased To 15% In 2028 (Rating Downgrade)

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Long-term thematic investments have become a focus, particularly in European (EUFN, FEZ, EUAD) and Asian markets. TPW Advisory founder Jay Pelosky joins Market Domination to discuss this shift and the importance of understanding these trends. "We are at the beginning of a secular change in global equity leadership away from the United States, which has been the dominant market since the great financial crisis bottomed 15-plus years ago to the rest of the world," Pelosky says. Pelosky explains that "fiscal stimulus" is moving from the US to other parts of the world, which means that "the bull market is moving — globalizing — to non-US leadership." He further highlights that any pullbacks in Europe are opportunities and "should be bought." "If there is a permanent ceasefire in Ukraine ... the reconstruction of that country will be extremely beneficial to the infrastructure sector in Europe, which is already benefiting from tremendous spending that's going to come down the pike over the next three to five years in defense and in AI," Pelosky adds. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Josh Lynch

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While most market watchers have focused on the wildly yo-yoing stock market over the last few weeks, the Treasury bond market has been flashing warnings.

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What The U.S. Bond Market Is Telling Us About Investor Sentiment And The Economy

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How Investors Should Approach Sweeping U.S. Tariffs, Global Fallout

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BOND ETF's commentary suggests it remains committed to intermediate term treasuries, CLOs, and RMBS. Read why we assign BOND a Hold rating.

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We are facing the war in Gaza, the war in Ukraine, inflation and President Trump's tariffs. You might want to sell some stuff going into April 2, but I would not be buying anything now.

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Discover the Capital Group Core Plus Income ETF offering a 5% yield, low risk, and one of the lowest expense ratios. Click here to find out why CGCP ETF is a Hold.