The next 7 weeks will see key elections in France and the UK, while the Trump trade theme appears to be fraying. Ben also comments on the appeal of emerging markets amid geopolitical concerns.

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Tags:  protectionism,  geopolitical,  concern,  elections,  Theresa May,  Brexit,  Donald Trump,  Fed,  rate hike,  normalisation,  interest rates,  Brent,  oil,  OPEC,  pound,  dollar,  euro,  earnings season,  Goldman Sachs,  North Korea,  nuclear