Two Fifteen

Two Fifteen – 22 June 2020

Quiet start of the week and nothing on the macro/corporate side is particularly grabbing investors’ attention. We had Trump failing at his first campaign rally over the weekend (he’s now looking at curbing employment-based visas after that ), noise on the stimulus front (Andrew Bailey suggesting that the BoE should reduce its balance sheet before even considering rising rates – a little bit alarming), US/China relations are not improving much and virus cases continue to rise across the globe (both ongoing).

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