In recent weeks, a common market narrative has dominated headlines. We wanted to quickly address it and reiterate our 2019 Key Themes.
Headline Narrative: “With a China Phase-1 deal imminent, risks to the U.S. economy have dissipated, FED easing is done, and Gold’s run is over.”

Patrick B. Rien, CFA
Market Update November 2019
Share on facebook
Share on twitter