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Unless we have external shocks such as a resurgence of U.S.-China trade tensions or a war in the Middle East, it is hard to see the U.S. economy falling apart, there could be a great rotation to stocks from bonds. Emerging markets are likely to benefit from investors' bullish mood too.

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    Who said, “Hope is the power of being cheerful in circumstances that we know to be desperate.”
    A C.S. Lewis
    B G.K. Chesterton
    C Desmond Tutu
    D Christopher Reeve