Strategy: Trumponomics Postponed Further

Published 03/24/2017, 06:41 AM
Updated 05/14/2017, 06:45 AM

Rising risk of a market correction.

Less support to risk sentiment as we are close to a peak in global PMIs and the risk of Trump disappointing the markets is increasing.

Monetary policy set to stay accommodative in both the US and Europe.

Changes to US economic policy are likely to come later and be smaller than previously expected.

The risk of a US military conflict with North Korea is rising.

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