Weekly Fundamental Forecast: Recession and Brexit Worries face QE and Trade Talk Hopes
Risk trends still have the fundamental winds to their back, and speculatively-dependent assets such as equities and commodities have benefited. Yet, the balance of power and themes into the second quarter looks far less convincing than how markets have performed. Trying to untangle trade wars and unequipped central banks ramping up stimulus doesn’t balance against fear of recession and events like Brexit.
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