Is Market in Denial About Politics?

Is Market in Denial About Politics?

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,…

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