Markets Weekly podcast (3 March 2025): UK real estate special

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This week, Dorothée Deck, Head of Cross Asset Strategy, examines the recent rise in dispersion of equity returns. With policy uncertainty likely to persist, and AI developments leading to more differentiation at the stock level, this dispersion is likely to stay elevated. Host Julien Lafargue covers trade tariffs, inflation in the US and Europe, and Nvidia’s latest earnings announcement.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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