Kneejerk, emotionally- (and algorithm-) driven decisions appear to be playing a part in some violent market moves over the past month. Investors who keep the endless flow of news in the proper perspective stand a better chance of being successful. Trade risks have risen but for now an actual trade war is not underway; while the U.S. economy remains healthy, inflation isn’t forcing the Fed’s hand, and what is likely to be a strong earnings season is getting under way.
