Time to exit US equities

. Marcuard’s Market update by GaveKal Dragonomics By Charles Gave Over the last few months I have argued that the US stock market rally was running on fumes. In the intervening period,

The Eurozone’s ongoing rebalancing

. Marcuard's Market update by GaveKal Dragonomics By Cedric Gemehl Last Wednesday (22/2/2017), the European Commission criticised Germany for its “persistently high current account surplus”. Berlin should take more steps to boost

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