Something happened late last week, which superficially might be attributed to positive news on the US China trade talks (later downplayed by Trump) but it was wider and more significant than that.
In recent months many traders have been positioning for a significant market correction, and potentially a US or global recession. Thus, risk stocks were downplayed, while bonds and gold were all the rage.
 
                        
                    As the election campaign starts in earnest, Property Insider Edwin Almeida and I consider the policy options as they relate to housing and migration,...
 
                        
                    Yesterday I went through the market falls, as China retaliated to the Trump tariffs, even as President Donald Trump ploughed ahead with plans to...
 
                        
                    We look at the latest IMF Financial Stability Report. Where will the systemic risks end up? Share this:EmailPrintTwitterFacebookLinkedInReddit