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  • Economics
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  • Technical Analysis
  • Strategy
  • Energy/ESG
  • Options & Trading Commentary

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"Trump has no chance whatsoever of remaining in office, but his refusal to concede is reducing GOP chances to hold the Senate." - @csm_research

Is that the scent of a synchronized Global recovery?

Despite fresh outbreaks/lockdowns in Europe/US, the eco doctors – KOSPI and copper – point to a Global recovery unfolding into 2021.

Waviness near-term, sustained growth longer-term.

#economics #economy #GDP #KOSPI #recovery

I will have a webinar at 9am ET on the future of the Fed facilities (for @csm_research clients). For now:

*Whether the next Treasury Secretary can reinstate them depends on whether the Fed gives back the funds.

*The hurdle for the Fed not doing that is high but not impossible.

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