(Harvest) The overriding theme in “what keeps me up at night” this week surrounds geopolitical risk and the risk of uncertainty. The world is a riskier place both because of actual events and well known events that like clarity on resolution. This risk exists without even touching on the US election, yet markets continue to be in “risk-on” mode. I am not sure what it will take to switch thinking.
The World Feels Riskier, But Not To Markets
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