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Interviewed on @TDANetwork about the outlook for the global economy and global markets in 2020.
Roberto Perli notes that the US/China trade truce and Brexit resolution are tailwinds for US rates. His target for the 10-year rate remains in the 2.25% range, and expects a slight curve steepening of 15-20 bps, which should be a tailwind for cyclical & financial sectors. #rates
Andy Laperriere views the phase 1 China truce as a policy & political win for Trump. Preserving the majority of tariffs keeps the pressure on China, and the truce avoids a destabilizing escalation that could hurt capex & hiring. White House officials achieved the desired balance
TODAY on #MorningTradeLive:
👤 @CSIS’ William Reinsch discusses trade deal
👤 #Earnings: $COST, $ORCL, $ADBE
👤 Benchmark Company’s Ruben Roy on $AVGO
👤 @Djd551 has #TheMorningTrade @cboe
👤 @MichaelKantro’s macro outlook
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Small Caps have higher leverage than large caps ... for the first time ever!? Don’t sacrifice quality as you reach for cyclicality in 2020.