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Colin Ng

Bull or bear?

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Luuk Jacobs

I believe that the slowdown in the global markets is mainly caused by geo political events, especially the China vs US trade "war". Yes interest rates are being suppressed at the moment and employment is at highest rates in many western countries, the underlying detailed employment data however indicate that the jobs created are lower skill, low pay and not necessarily full-time, whereas productivity is not increasing. So the above combined does not indicate a flourishing economic picture and hence a move in more secure bond markets.

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