In 2019 the key drivers of global markets have been trade tensions and central bank easing, in our view. We were early to see that a protectionist push would hurt the industrial cycle and business investment — a key reason for our global growth downgrade. And we were correct to say that government bonds would […]
source https://thebtrader.com/2019/12/03/taking-stock-of-our-2019-views/?utm_source=rss&utm_medium=rss&utm_campaign=taking-stock-of-our-2019-views
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