Business out here in Calizuela has their running shoes on. He will cause rate rise, passed up to treasury curve and compete with emerging market.The Fed has almost committed to both QT and hike the ioer. They are attempting to jump a concavity.
They gotta go the long way and the green blob will become convex. But we got Gavin and Trump competing for sales of government goods, they both take losses.
If the Cox guy knew anything at all.... In Calizuela I observe that a Repub nominee is a secret ceremonial ritual, never meant to leave the church.
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