SPE - Weekly Fund Wrap: Only Game In Town
The market remains laser-focused on the US-Chinese trade dispute, which appears to be driving not only markets but also the global activity and inflation indicators.
After three rounds of talks, high-level discussions between the US and Chinese administrations appear to have stopped. Investors were rattled on Tuesday when the Trump administration threatened additional tariffs on $200 billion of Chinese products. Lovers of badger hair, stock up now!
It appears to us that much of the market's day-to-day volatility and direction is driven by tariff leaks and official announcement. On this front, there may be some