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Euro Pacific Advisors’ Portfolio Commentary: US market correction
Published: January 3, 2019
Despite the recent sell off in the US, we continue to maintain our US exposure where we feel business will continue to be supported by deregulation, tax cuts and a pro-business tax reform.
The US has managed to shrug off a series of external shocks, political risks and enjoyed its fastest growth since 2005.
With confidence high, consumption and business investment have grown solidly despite a further correction in interest-sensitive residential investment.
