Despite a slew of worrisome headlines to close out 2018, 2019 has come into view with a decelerating growth story that hasn’t worried bulls all the much. Bears appear to have lost confidence of their views and a look across global assets from equities, to bonds, to commodities, and finally, to FX show many of the concerns that closed 2018 may have been overblown at least when viewed through the lens of current asset prices.

 

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