For whatever it’s worth I’m in agreement with the below analysis. That is to say I see a strong possibility of melt-up scenario for stocks, or at least a strong rally. As a result I moved a considerable amount of cash into the market this week. But what if Trump imposes a 25% tariff on the remaining 300 billion worth of Chinese imports? In that case I’m not so sure and would be inclined to be less bullish. Such a move would certainly increase uncertainty in an increasingly uncertain world.
https://www.zerohedge.com/news/2019-07-12/barclays-was-right-it-melt-and-how-bofa-expects-it-will-end