My thoughts on the present re-opening rally hiccup

Later today, I am talking to Ash Bennington, my friend and colleague at Real Vision, on our Daily Briefing about what's going on in the market and the economy right now. And I'd like to use this note at Credit Writedowns to help me collect my thoughts and frame the situation.

The long and short of it is that I doubt we're seeing a fundamental move. We're…

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