$BTC - Bitcoin is expected to reach all-time highs by the end of the year, driven by anticipated liquidity provisions, potential rate cuts, and its relative strength compared to other assets.
$NONUSEQ - Non-US equities are expected to perform well due to stronger currencies and lower energy costs, potentially outperforming US equities on a relative basis.
$NATRADE - The strengthening of North American trade relationships, particularly involving Canada and Mexico, is expected to play a significant role in global trade negotiations and could benefit related investments.
Bearish:
$MAGSEVEN - The 'Magnificent Seven' tech stocks are expected to underperform Bitcoin in a liquidity-driven environment, suggesting potential for relative underperformance.
$USOIL - US domestic oil production companies are facing challenges and may be unprofitable at current price levels, suggesting a bearish outlook for this sector.