Thoughts on politics, economics and markets from Barings’ Chief Global Strategist
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### There are also important economic and investment implications from the continued peace in Northern Ireland
### The risks have risen, but it may arrive later than expected and you may not even notice until it’s over.
### The disinflationary headwinds that delivered ‘secular stagnation’ persist, but ambitious U.S. government spending will tilt the balance
### With a fresh surge of inflation increasingly unlikely, the market outlook is far better than it was a year ago.
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