Roughly one year out from the 2020 U.S. elections and in the midst of what we’ve called the “Second American Civil War,” equity markets are being buffeted by rampant uncertainty.
- That uncertainty is driven by:
- a dramatic realignment of the American political parties,
- changing immigration policy,
- bi-lateral trade wars,
- the twilight of the European Union,
- monetary policy hang-over from the Great Financial Crisis,
- a rapidly evolving regulatory environment,