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TRENDMACRO REPORT

One Sell-Off, So Many Causes

Donald Luskin provides a timely analysis of the recent market sell-off. Mid-term elections, the Fed, FANG stocks and a potential trade war with China are all playing a part in October’s market correction.  Several of these — especially China — are real and persistent issues. He writes, “Altogether, we’re regarding this as only a correction, not the onset of a new bear market.”

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