Manish Kabra, head of US equity strategy at Societe Generale, says there are multiple reasons to be bullish on stocks. "We've got Fed unfinished business of rate cuts, we've got the change in Fed leadership, we have, what should I say, profit margins expanding beyond tech, we have one big beautiful bill coming out," Kabra tells Bloomberg Television. "The cocktail of events we have in America is still very solid."
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