May has been one the most disjointed months in recent memory so it’s only fitting that the last week has a similar feel to the rest of the month. Hard to get a real sense of things as investors and market watchers are in and out, themes are harder to pick up and earnings season on the whole in the rear view mirror – nothing feels that aligned! The major theme being the lack of one but maybe a bit of pain as the day went on today. We’re at or near all-time highs across a raft of key global indi…
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