Over the course of 2017, financial conditions in the US have continued to ease and, despite a number of potential headwinds, we remain broadly positive on the market's outlook.
Risk assets, primarily equities and credit, have performed strongly from the lows in 2016, with the first half of 2017 seeing global equities experience the best first half performance since 1998. ...
The US dollar is close to peaking and the risks now seem to be on the downside.
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