Markets Rediscover the Fundamentals

By MARK GONGLOFF  The Wall Street Journal

Greed and fear no longer seem to be playing such a violent game of tug-of-war with markets.

After a long stretch in which macroeconomic hopes and fears dictated the rise and fall of stocks, bonds and commodities—known in the market as the risk-on, risk-off trade—there are tentative signs that more-traditional concerns are reasserting their power.

In recent weeks, read on.....

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