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Go Long Industrials/Short Tech: Easing Trade Tensions
Ever since the Sino-American trade war started in March 2018, the market has punished industrials, but tech has escaped unscathed. The Fed’s tightening cycle and the Chinese policymakers’ brake slamming prompted global growth to soften ahead…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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