After Donald Trump's win, the cynic might begin to wonder what it will take to shock equity investors into a full-blown sell-off.
For me, the markets' rather laid back reaction was truly revelatory - readers will know that I have been anxiously predicting a 15% sell-off, which spectacularly failed to deliver. What we ended up with...
The US dollar is close to peaking and the risks now seem to be on the downside.
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