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Commentaries & market updates.

Market Update November 2019

Market Update November 2019

In recent weeks, a common market narrative has dominated headlines. We wanted to quickly address it and reiterate our 2019 Key Themes.
Headline Narrative: “With a China Phase-1 deal imminent, risks to the U.S. economy have dissipated, FED easing is done, and Gold’s run is over.

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