Sanjay Shah

I'd lean more towards dollar weakness. The market seems to be pricing in a less aggressive Fed, which is generally good for other currencies. UK domestic factors probably play a smaller role today.

While I generally agree, isn't there also a risk that waiting too long on a pivot could trigger an even harder landing for employment? It's a tricky balancing act, and I wonder if the employment numbers are truly as strong as they seem on the surface.

I'm leaning towards a value play, honestly. NPLs are definitely something to watch, but the general economic outlook in Europe isn't as dire as some make it out to be. There's potential.

I think we'll see continued volatility. Geopolitical factors are still huge for energy prices, and that's not going away. Could be a tough environment for consistent gains.