There is clearly increased volatility in both directions given the unpredictable statements on the trade war.  We have no idea what the next few hours and days may look like, but the combination of sentiment, our key tactical indicators and the history of “near-recession” this cycle suggests any further weakness should prove temporary.  The whole bull story as we head into year-end is the stabilization of the global economy and then re-acceleration due to much more monetary stimulus from the global central banks in response to the trade conflict. 

 

Please take a look at the Time to react post because this highlights our strategy heading into year-end.




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