A couple of pieces that investors should pay attention to. First, the pick of Aitkens, James:
“There was an enormous mistake coming out of 2009 in the form of the self inflicted European sovereign debt crisis and the lunacy of the tea party. Fiscal policy was cut off way too soon.”
…Central banks have signalled that there won’t be much action in short term interest rates, and that has “knee-capped the engine room of profit for a lot of macro traders.”