Two key themes have driven financial markets in 2019: the drag on economic activity and risk assets from trade tensions (our “protectionist push” theme); and a dovish pivot by central banks that has supported the expansion (“stretching the cycle”). What lies ahead? We believe these two market drivers may be testing limits over the next […]
source https://thebtrader.com/2019/11/13/previewing-our-2020-outlook-debates/?utm_source=rss&utm_medium=rss&utm_campaign=previewing-our-2020-outlook-debates
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