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Macro Mondays
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Trump's Foreign Policy Record
One of the first things he claims to be able to do in office is to strike a deal here. Is it something to celebrate for global equity markets? Or could it actually be a risk offer then? Well, the funny thing, last time an infamous Nobel Prize winner called Paul Krugman predicted a collapsing market as a response and markets surged. So it's a bit hard to predict it. As to how convinced will markets be of him actually striking a deal that could sustain peace and stuff, I'm a bit more skeptical.
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