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Reflections on a Transition

November 18th, 2024

  • After initial euphoria, markets react to the disruptive nature of the transition to a new presidency

  • Q4 US growth may gain momentum from animal spirits

  • Market can sense the Fed's concern about sticky US inflation

  • Equities may be set for further gains after recent consolidation

  • European markets are at sea as German government collpases - but will the ECB ride to the rescue?

  • Japan settles after elections - tactically there may be upside in the equity market

  • Bitcoin keeps going



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