There has been a pick-up in volatility in the US market this year after an abnormally tranquil 2017. Concerns about the end of the cycle are mounting amid rising US interest rates and higher inflation and the end of quantitative easing.
Despite this, US earnings sentiment remains strong and profit margins have improved to record levels. Valuations for the broad US equity market have derated this year and in absolute terms are at fair...
The US dollar is close to peaking and the risks now seem to be on the downside.
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