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US import tariffs continued to dominate financial markets in April. Although President Trump quickly scaled back the tariffs he announced on 2 April, uncertainty remained high. This uncertainty raises the question of whether it’s still possible to avoid a recession in the US.

Please see Van Lanschot Kempen’s Asset Allocation Outlook for May. The highlights this month are:

  • Calm returns to financial markets after trade war paused
  • Leading economic indicators worsen
  • Cash position reduced in favour of Eurozone government bonds

 

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