I want to get to the Fed decision later today. But, before that, let me update you on Brexit under the rubric "Brexit as Europe's Lehman moment". I am thinking of it this way because many policy makers want to avoid the political and economic fallout of a no-deal Brexit, but are unable to climb down from the present policy path to do so. So, a no-deal B…
© 2024 Global Macro Advisors
Substack is the home for great culture