Disruption abounds, but will it matter to the markets?

Weekly Market Compass: The US government shuts down, Germany seeks coalition, and Korea plans a march

By Kristina Hooper, Chief Global Market Strategist

For the past year, I’ve been talking about disruption as a key theme for the markets and economy. During the past week — with the shutdown of the US government, continued efforts to form a coalition in Germany, and an Olympic agreement coming out of Korea — it’s become clear that the theme of disruption remains front and center. Particularly geopolitical disruption.

The US government shuts down — will stocks react...

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