And the volatility continues coming. Note the underperforming sectors all but energy related and services…one thing I believe market commentators are missing out on is the continued increase in interest rates likely to come out of the US and then EU and then Japan. If we have benefitted from the abundance of liquidity, what will happen what that is taken away?

  1. regarding the probably interest increases, usa first and then others: IF there would be some trade war/problems between china and the USA and this would have some impact or the world economy, any expected interest rate increases might well be smaller than expected or not even materialize. this said, of course any trade war would not be good in any way for company revenues and markets either…

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