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To the extent markets recover it will be because there’s confidence that exposure to bizarre and unpredictable behavior from the US has been reduced. EU / Chin
by brookst 2y ago
To the extent markets recover it will be because there’s confidence that exposure to bizarre and unpredictable behavior from the US has been reduced.
EU / China trade pacts, China / California, Mexico / EU. People have to patch around the mistaken over-reliance on sanity from the US. It’ll happen, not sure if it’ll take a few weeks or a few years though.
- ttyprintk 2y agoOh, high quality will recover. Biotech will recover. It’s possible Walmart stock doesn’t recover. Auto makers will be interesting.