The word “insight” is not something that is usually associated with Donald Trump, but unfortunately the same cannot be said of the word “incite”. Trump’s somewhat provocative language over North Korea at the UN this week (talk of “destroying” another country is never great, really) were only ever likely to bring about the next step up in geopolitical tensions. So reports that North Korea are now planning another nuclear test, potentially in the Pacific, have impacted on market sentiment today. So with geopolitical tensions rising again, safe haven assets are performing better, with the yen and gold rebounding, whilst Treasury yields have ... (full story)
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