The coronavirus presents a sudden exogenous shock to the global growth cycle at a time when the world economy was on the cusp of a synchronized cyclical upswing. This negative shock led to a noticeable decline in our market sentiment indicator, with a drastic drawdown in future growth expectations, particularly in China and the rest […]
source https://thebtrader.com/2020/02/12/tactical-asset-allocation-views-february-2020/?utm_source=rss&utm_medium=rss&utm_campaign=tactical-asset-allocation-views-february-2020
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