The Economy and Markets Unleashed in 2018

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Growth across the board in employment, manufacturing and business confidence either notched near or surpassed record highs.

  • Economic growth was unleashed in the first quarter – in the United States, China and Europe
  • Markets also were unleashed and volatility spiked on fears of inflation, tariffs and technology companies
  • Tax cuts are a game changer which is not fully priced into corporate earnings
  • Geopolitical risk has fallen with saber rattling replaced by a surge in diplomacy
  • Global diversification is working with seemingly riskier assets ending the first quarter positively

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