Opportunities as oil nears bottom

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Weekly Commentary

• Oil prices could be close to a trough and we see selected opportunities emerging ahead of a recovery.
• The U.S. and China put further tariffs on hold for 90 days. We see this boosting risk assets in the short run.
• Economists expect strong U.S. non-farm payrolls growth in November, and the data will offer a key signal ahead of the Fed’s December meeting