Going back to this cast. This always happens. Overreaction over something that won’t stand for long.
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Trump will capture a couple good trade deals. Call it a victory. Followed by winding down of tariffs. Don’t think we gona hear much about them after a few weeks. Long term, markets realised the fragile globalisation we have built. A simpler news will bring more volatility from now on. VIX stays mental from now until trump stays.
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Bloodbath in all markets but none as bad as JP225 and HK50. They did a casual -25% in a few weeks.
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