Author: james Carter
Please excuse todays title, it almost sounds like I’m talking to my two daughters but with markets there is a time for postulation / “what ifs” and a time for action with the later approaching rapidly – not always as interesting reading but arguably far more important. The Dow has now tumbled around 1000-points in just 2 sessions as weak economic data is suggesting strongly that the US is no longer immune to the negative impact from its homemade evolving US – China trade war. This morning my mind switched to a line from yesterday’s International & ETF report:
WHAT MATTERED TODAY
Really bullish, there's more to go in the reflation rally
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