Bellicose interregnum

In the latest edition of our weekly investment strategy update:

• Soaping the board. A US tradition ;
• Trump, sort of a Hoover disciple ;
• Fixed income. Will the Fed emulate the RBA? ;
• Fixed income. In the meantime, the Fed has still to navigate with Trumpists ;
• Equities. We will be fine, the stock markets are anticipating it ; et
• Equities. Macy’s, a deep value stock.

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