Week In Review – September 14


  • Decent week for risk
  • Nice action in Euro periphery and most EMs
  • Tighter U.S. credit spreads

Commentary:   Not much this week.  Markets reflecting strong U.S. economy.  It’s a mug’s game trying to predict short-term stock moves (frickin’ futile), especially in our QE distorted, supply-side restricted world.  We can’t help ourselves.






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