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bullish
Monday Macro – beyond 100 days: making sense of volatile markets as we head towards the summer
SUMMARY
- As I write this, markets are in a buoyant mood, with stocks moving ahead following news of another 90-day (what’s it with 90 days?) pause in the US-China tariff war.
- This starkly contrasts with last week’s news, as the Fed and the BoE warned that the outlook for their respective economies is worsening.
- However, the former seems in no hurry to cut rates, while the latter’s divided policy committee indicates that rate cuts may continue more slowly than expected.
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