A trade deal with China is imminent – or not. 
With the market rally coming under scrutiny – how much more upside is there to go?
GDP still in the mid- 2’s for the 4th quarter – expectations and views are starting to come in moving forward.
Some interesting charts, a new Closest to the Pin and much more – PLUS we are now on Spotify !
Podcast: Play in new window | Download (Duration: 1:03:33 — 43.9MB)
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