Today the markets will be focused entirely on Tech earnings and future income expectations. Smart money watches Supply Chains more carefully – and critical to global supply chains is China. While the West is focused on Demand, Asia is thinking about the security of supply.
Political instability is turning into a global competition as Bolsonaro supporters storm Brazil’s Government, the CCP reopen China’s Borders to chaos, and the US Speaker deals with political hi-jackers to secure his seat. All will have consequences and should make markets nervous.
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