This chart shows that the U.S.-China trade war has dominated discussions since August.
If it feels like the stock market is at the mercy of headlines related to U.S.-China trade talks, there’s a good reason for it.
In a Friday note, they offer a breakdown of how the themes have evolved in the right hand graph below, while word cloud on the right underlines the current focus. “It also means that any disappointment on that front would likely have the opposite impact on the equity market, as a lot of good news on the trade side seems to be priced in,” they wrote.
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