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A Cohn of Silence?

Angst about geopolitics vs. strong economic fundamentals: It’s a virtual tug of war on the markets that is likely to continue until profits regain the lead. We expect that to happen near the end of Q-1, when news about tariffs and trade subsidies ease.

 

In the following podcast we briefly discuss our thoughts on the latest market volatility.

 

For internal purpose only


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