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Posted by
Two Blokes Jun 7 -
Filed in
Stock
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2 views
Liberation Day has meant yield curve changes and stock market volatility, which is usually good for brokerage. Equities will remain in a fat-tailed environment, which is good. For primary market activity (ECM, DCM, and muni), we don't expect much good in Q2 at all. Advisory should be alright thanks to the mid-market angle. But we aren't sure that deals, due to strategic considerations, might have been paused.
