Analyzing Multiple Assets Through Scenario Analysis

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  Posted by Two Blokes Jun 24 - Filed in General - #TwoBlokesTrading  - 7 views
  
  Scenario 1 is most likely: tariffs slow the U.S. economy but avoid recession; rate cuts and fiscal support make me bullish on stocks short-term. If tariffs cause a global recession (Scenario 2), I favor short-term U.S. and European government bonds due to significant rate cuts and safe haven demand.