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Positive news on trade, Brexit and German spending could fuel a year-end surge
Investors are keen to jump in, anticipating strong outlooks, but caution is warranted
Nerves rekindled after typically volatile start to fourth quarter
Long grind of trade talks holds back enthusiasm, but broader growth picture also hurts
Policymakers as well as fund managers are walking a tightrope
Economic data and market tensions offer something for pessimists and optimists alike
From regulation to high valuations, investors face long list of challenges
Drive into haven assets points to deeper worries than just the trade war
As coupons shrivel and investors rely on rising prices, bonds are becoming stock-like
Yawning current account deficit is a vulnerability associated with emerging markets
A significant drop in US equities might convince Donald Trump to change tack
Investors must judge whether rate cuts can offset trade stress
Policymakers try to influence inflation but the only obvious effect is on asset prices
Weak pound helps some British stocks but many investors have turned their backs
Rate cuts buoy markets but reflect ugly threats to global economy
Stocks and bonds are rallying but growth forecasts are being cut all over the world
Competing forces pull stocks and bonds in conflicting directions
Clamour for greater fiscal spending will challenge policies that have distorted markets
One troubling aspect of declining yields is falling inflation expectations
S&P 500 driver risks losing its edge from wave of protectionism and tighter oversight
Inverted and plummeting yields are telling policymakers to make a pre-emptive move
Concerns remain that tariff dispute between US and China will escalate
Ditching debt would unleash financial instability in Washington but likely backfire on Beijing
Protectionism likely to remain a feature of investing landscape whatever happens
Investors show little confidence in the robust bounce for the region’s share markets
