Global: Fire drill

Report Date:  07/02/18

A spike in market volatility isn’t surprising. But it’s not the start of a more pronounced meltdown. Markets will recover from this blip. But there are real risks out there. And if those materialise, equities (globally) will go down and stay there. US Treasuries will become safe-haven assets again and the dollar will be even weaker than we currently envisage.

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