One may think that the events of the past few days would have provided plenty of material - and they'd be right, of course.
I agree that the escalation of trade wars spilling over into the currency markets is not ideal, while the gravity of global and local political polarisation doesn't offer much hope for compromise. Negative rates on more than $13trn worth of bonds does not bode well and blurs the lens through which one values equities. However, there is nothing original that I can write on such herculean subjects that has not already been said and digested several times over in recent days. What I can say with honesty, however, is that we will get pushed around by these markets like a lot of other ...
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