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The coronavirus hasn’t affected the stock market as previous virus outbreaks such as SARS. The Chinese markets fell around 10% in the last couple weeks of January and since has recovered in February. Global manufacturing and supply chains will slow in Q1 2020 and we will see the impacts in March and April when companies report earnings.

Q4 earnings met expectations and beat for most companies. Growth is slowing over the past couple years and there appears a disconnect between equity prices and the true state of the global economy.

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