Tariff threats are worrying trading partners. But markets appear to be relatively sanguine. Equities making new highs. EM spreads have hit pre-GFC lows. Commodities are rising. The U.S. dollar is faltering. Although markets are not infallible, we always respect their message, especially when it is widespread. As long as this is the case, we wouldn't be too quick to turn bearish on the markets.
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