Nicholas Puri covers the key themes from August 2014 in the US and European markets, as well as discussing what to expect from September.
Geopolitical tensions are expected to be a key theme throughout September providing distraction from a stronger outlook for US growth (despite an uncertain labour market).
The possibility of ECB quantitative easing policies are still to be a source of market movement, especially as Eurozone member states (especially Germany) have shown that fundamental weakness is still apparent.
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