SocGen strategists assure clients the dollar and fundamentals can sustain this rally
1. Société Générale cites strong fundamentals sustaining AI investments despite concerns. 2. A weak dollar is seen as beneficial for tech stocks in the Nasdaq. 3. SocGen compares current valuations favorably with the 2000 tech bubble. 4. Clients express doubts on U.S. growth, but SocGen predicts economic resilience. 5. The One Big Beautiful Bill Act could boost consumption among wage earners.