The End Game has arrived
Shocks from covid and the war in Ukraine have forced the global financial and political world to change, but what will the end game be?
Summary: The market's frayed nerves have been soothed a tad by Trump's "good vibe tweets" about his G20 meeting with Xi but the trade war continues to leave its ugly imprint across assets globally with corn, for example, sharply lower. Meanwhile, the OECD's leading indicators still point to slowing growth momentum.