Yellen Vs Trump, China, Disruption, Inflation

It’s Trump v. Yellen in my Overview today. It could be a bumpy idealogical ride for these two – one wants to speed up the US economy, while the other wants to cool it down.

I’ll take you to China to look at how their economy is faring. The Dutch election results are in and I think Europe is breathing a sigh of relief. And things are looking good in Korea after the impeachment of their president.

Plus, I’m getting more excited about the energy sector and I’ve got a warning about investments in retail and banks.

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