The escalation and unintended consequences of US President Donald Trump's protectionist agenda has probably thrown the biggest spanner in the economic works in recent weeks, possibly overtaking the threat of monetary policy change as the number one near-term risk to the global economy and market stability.
Deep political divisions in Europe and signs of tighter credit conditions impacting Chinese growth have also emerged. The US is a brighter spot, having received a boost from corporate tax reductions....
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Fixed income manager takes a more cautious approach
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