“Like most investors, we were assuming Trump’s trade war was mostly ‘noise’. We thought the likeliest outcome was a series of skirmishes, full of inconsequential measures and symbolic victories, which wouldn’t ultimately undermine the macroeconomic outlook,” wrote Dario Perkins, managing director of global macro at TS Lombard. “Now, as trade tensions escalate — perhaps even to the brink of a full scale trade war — the risks to markets are obviously increasing,” he said.
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