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Winter is coming, but this dark and hard period could force politicians and central bankers to lay the foundations for the sun to break through next spring.
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Uncertainty is set to loom large over the next months or quarters: political, economic and epidemiological factors will interlock in a complex manner, whereby investors will face great challenges in terms of determining the direction.
Due to corona, Brexit and US election uncertainties, a risk-off sentiment seems inevitable in the short term with a temporary decrease of EUR/USD as a result.
Governments are desperately trying to push forward a lockdown, risking a further increase in Covid infections, which will ultimately hurt consumer confidence with a slower recovery as a consequence.