Typical market correlations appear to have been out of sync throughout the week, with asset classes driven more by individual catalysts than broad market themes. However, some risk-off reactions were seen due to the lackluster reaction to China’s stimulus announcement at the beginning of the week and ongoing geopolitical tensions. Meanwhile, US markets appear to be deriving support from the increasing odds of Trump winning the presidency. How did these headlines impact major assets this week? Let’s break it down:
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