I’m off to Christmas Lights at Kew right now this evening which I’m told is very good even if it still feels a little early to be getting in the Christmas spirit. No real bright sparks in Europe remains the case – in fact since the middle of March the Stoxx 600 hasn’t actually moved at all and we’ve always been within a pretty tight 10% range. Not exactly the most exciting backdrop whilst the S&P 500 has rallied 16% and is still showing renewed signs of climbing with new closing all-time highs…
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