The 3rd US debt ceiling, end of the world risk, I’ve experienced has passed. Yawn. At least I’ll stop receiving messages about the risks of default from junior sales/analysts that haven’t seen this game before. In 2 years, we’ll start to see the headlines again..
I’m looking forward to seeing:
- The local political issue calm down as the government gets formed – It is ridiculous how long this takes…
- The news of a recession die down…or just actually hit the market and its done, and recovery # 1mn in the history of modern economics starts again…
- An end to Ukraine/Russia.
- The Fed hiking for the final time in June and then taking a wait & see. (note I’m $hit scared if they have to start cutting rates…)
This is the period in the markets where everything is going to be news flow driven because no earnings are coming out until…
