US: Investment climate challenged by heightened geopolitical risk - BBH

In view of the analysts at BBH, the holiday-induced calm in the capital markets conceals a high degree of anxiety and the investment climate has been challenged by heightened geopolitical risk and unusual complaints about the US dollar's strength from the sitting US President.  

Key Quotes

“While sending an "armada" toward the Korean peninsula, the US ordered a missile strike against Syria in retaliation for the use of chemical weapons and dropped the largest bomb in the world on Afghanistan. Investors do not seem to have gotten a handle on what is happening.  For several years, even before deciding to run for President, Trump was critical of US foreign policy.  He repeatedly argued against attacking Syria.  He wanted to reset the relationship with Russia, but both sides now recognize that the relationship is strained at best.”