At least for now, rosy growth forecasts, not geopolitics, are setting the market’s tone. Consider last week’s headlines:
• President Trump just scolded NATO members for not devoting enough of their budgets to defense.
• The U.S. and China are in a deepening tariff battle.
• The U.K. government is in turmoil, with top members resigning over Brexit.
Amidst these developments,…
