Just Bullet Points Today

Aug 28, 2019 | Daily Note

  • It's Summer and not much is happening in the markets as we are still in a range bound market.  I go over a few bullets today.
  • Boris Johnson now has the Queen on his side
  • The market wants to believe a lot of narratives
  • Bill Dudley has now politically weaponized the "independent" Fed 
  • Some thoughts on the 2020 US election contenders with regards to the market