Macro Strategy Insights

Cruising Into Year End?

For the record, I am not advocating cruising into year-end. I think there will be potential opportunities to be captured by diligent asset managers and corporations. We will focus on yields and credit spreads today. But let’s start by hoping that you all had a great Thanksgiving! Last weekend’s An Amazing Country (with some questions) hopefully helped you navigate through some holiday meal discussions (or more likely, work discussions), and it remains relevant today, as does 3D Chess or 52-Card Pickup. In fact, now that “consensus” has become that everything President-elect Trump does is “just a start” to his bargaining, ... Cruising Into Year End?

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