Six topics I am following which will impact economy and markets (part two)

As I write this, the Dow is down about 450 points. And from what I can tell, people are still framing why the markets continue to slide as being about trade. I don't think trade is the issue at all. It's just an excuse for jitters. This is a market that is worried about the direction of the economy and the Fed's reaction to that direction.

And so, as I s…