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Come what May
- As the early stages of may get underway it is useful to look back over an eventful April to try and ascertain what may lie ahead for the markets.
- Aside from the falls in equity markets and sharp swings in bond yields especially in U.S. Treasuries another feature of the markets reaction was the notable weakening in the dollar.
- The trump administrations comments recently have become less confrontational in relation to tariffs and trade policy while also emphasizing a desire to and potentially for a new trade deals.
- With still considerable uncertainty surrounding US and in-turn global trade policy further doubts of volatility for the green back combat expect.
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