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LTCMA Time Frame
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
We believe the Brexit negotiations will conclude with a relatively “soft” Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.