Marko Kolanovic: The Trump ‘Put’ Is 3-4% Out Of The Money

Back on April 29, after delivering what was otherwise a relatively upbeat take on the outlook for equities, JPMorgan's Marko Kolanovic cautioned that the resiliency of the US economy and the surge in both US and Chinese stocks off the December lows, potentially reduced the incentive for Washington and Beijing to rush into a trade truce. "Strong numbers in China and the US market at all-time highs remove some of the urgency for both sides to sign a deal", Kolanovic wrote, warning that "if there
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