With the prospect of tariff exemptions and a thawing of tensions with North Korea, risk sentiment has improved as markets look ahead to today’s crucial payrolls data. Donald Trump is getting exactly what someone with his personality must love, the feeling that markets are moving just because of him. Of course this is not entirely true, but the strange way that the issue of trade tariffs are being implemented means that market sentiment is swinging first one way and then the other. Initially, a sell-off on fears of protectionism, market sentiment has now picked up again as the White House has opened the concept of ... (full story)