@CNBCClosingBell@fundstrat The question is if JP Morgan is saying that it's a return to tech to lead the market higher or fundamentals then I would suggest that Europe is probably still better value v US ?
The Tech sector's forward 12m P/E is now definitively thru its Liberation Day low and at the lowest since January 2023 ... it has gone from 31.7 to 20.2 in just five months