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Following last week's political turmoil in the US and Brazil, there was a noted 'muted' open to markets today. Stephen outlines key themes amid the 'politically-charged' environment.
Donald TrumpUSASaudi Arabiapolitical turmoilcautionrisk offmarket sentimentOPECoilproduction cutNorth Koreaemerging marketsrisk exposureringgitcommodity-linked currenciesdollar bullsFed speak
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