In this short video we remind that we are not living a trade war… but a negotiation.
We highlight the risk of excessive optimism in Europe and emerging markets.
Wall Street is going bullish
#USD now due to momentum. Most brokers were bearish months ago. Negative views on the #USD were based on political bias in the US plus excessive optimism about Europe and Emerging Markets. Sorry. The US is stronger vs EU or EM, clearly.