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Today's Pick

US-China: Reconciliation, Reckoning, Or Relocation?

by Felix-Antoine Vezina-Poirier, Chief Strategist  

Our Geopolitical and GeoMacro strategists recommend buying tail-risk protection and adding exposure to manufacturing-oriented EMs as the risk of US-China military escalation rises. They now see a 10% chance of full-scale war over Taiwan and a 25% chance of a…

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