8 Key Market Drivers For The Week Ahead
1-Geopolitical issues will continue to bubble below the surface for the capital markets.
2-Trade issues are also near the surface
3-High-level talks with China resume in Washington this week
4-These geopolitical developments often have little perceptible impact on broad market forces.
5-The US premium has never been greater over Germany.
6-Perhaps the starkest contrast comes from the Q1 corporate earnings
7-The actual impact of the fiscal stimulus is a different matter.
8-Tax cuts may boost residential investment, not just consumption
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