April was a strange month. We saw dramatic moves after the US Liberation Day, which wreaked havoc in the Equity, Bond, and Currency markets. The S&P dropped 10% in a dramatic unwind of global stability, only to show a large positive day a few days later. Several of the most destabilizing policies were later walked back, delayed, or clarified as bond yields started to increase, showing increasing uncertainty. In the end, the most significant Trade Policy is the remaining Chinese tariffs, wher...
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