Following last week's political turmoil in the US and Brazil, there was a noted 'muted' open to markets today. Stephen outlines key themes amid the 'politically-charged' environment.

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Tags:  Donald Trump,  USA,  Saudi Arabia,  political turmoil,  caution,  risk off,  market sentiment,  OPEC,  oil,  production cut,  North Korea,  emerging markets,  risk exposure,  ringgit,  commodity-linked currencies,  dollar bulls,  Fed speak