“Double, double, toil and trouble. Fire burn and cauldron bubble.” Macbeth, Shakespeare.
We have been at pains to point out for some time that we believed that a slowdown in global economic activity would unfold in the second half of this year. We previously cited comments from Simon Ward of Money Moves Markets – “Cycle upswings usually last at least two years, with an initial upthrust giving way to an interim correction before a final push into the peak.” This would equate to a slowdown (interim correction) around Q3 2021.
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