Lessons On Low Market Volatility

  • Last week’s selloff is a reminder of the potential for late-cycle bouts of volatility. We remain risk-on, yet advocate maintaining portfolio ballast.
  • The U.S. increased tariffs on $200 billion worth of Chinese imports, dialing up pressure on China as the two continued their trade talks.
  • Energy ministers of key oil producing countries will meet this week amid rising tensions in the Gulf.

Source: Lessons On Low Market Volatility

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