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Posted by
Two Blokes May 5 -
Filed in
General
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#TwoBlokesTrading
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3 views
Trade and tariff uncertainty that stoked early-year volatility was supercharged at the start of Q2 by far-reaching U.S. tariff pronouncements that set off a global market meltdown and reignited recession fears in the process. We believe some of the corrections may be overdone, causing dislocations between fundamentals and current pricing ― and opening some interesting entry points and attractive prospects.