Weekly Market Thought of the Week – The Rally in 2019 – a Tale of Two Assets

As we enter the third month of 2019, the events of the fourth quarter of 2018 seem like a distant bad memory. Global stock markets have risen, erasing all the prior concerns that shook the markets during the last quarter. Two key drivers of the radical shift in sentiment have been the Federal Reserve (Fed) and optimism surrounding the U.S./China trade deal.

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