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If I recall correctly, never an easy task, I concluded last week saying I was especially interested in the sentiment stuff coming out to see how the old trade-tariff excitement translated. Well I suspect the best read has been provided by the stock market, which does not need much more commentary; for all the tax-cut brouhaha, the S&P 500 is right at the 50% mark of the year’s range (2700) and pretty much at last December’s highs. A lot ventured yet nothing gained. Read more from David Ader's latest musings...
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