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Climbing the wall of worries

Nov 07, 2022

Markets rebounded late last week despite the hawkish tone of the Fed dashing investor’s hopes of an early pivot in monetary policy. One reason are rumours China could loosen up somewhat on its Covid-Zero stance and start to re-open its economy. While Chinese officials affirmed an “unswervingly” stance on its virus policy, Asian stocks continue to climb this morning. With the current bearish sentiment on China and its economic importance, any piece of better news would be a big catalyst for equity markets running into year end. This market definitely tries to climb the wall of worries.

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