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April Abbot Downing Strategy Report

The "Trump Trade"—Sustainable Rally or Smoke and Mirrors?



The April issue of the monthly Abbot Downing Strategy Report addresses the seeming paradox between perceived geopolitical risk factors and the fact that markets are at new highs against a backdrop of abnormally low volatility. While some have asserted the markets’ moves are solely related to the outcome of the U.S. elections, we illustrate that fundamentals turned long before. This report also includes a number of key events, statistics, and fundamental guideposts we’re monitoring and how the interplay of complex events may impact asset classes and investment opportunities.