As we said yesterday, this should be an interesting week. I am traveling to Montreal and Toronto this week to meet with clients and already feel like I should turn off the news. Just since I got up this morning, the S&P 500 futures were up 30 basis points and quickly reversed and are now down 50 basis points based on Trade War and Brexit headlines. This is going to be an impossible week to be ahead of the market, so we are just going to watch how credit acts and stand ready to take advantage of any outsized moves rather than guess what is going to happen next. We will be updating throughout the day so stay tuned.
Below is an interview with Bloomberg TV yesterday morning.
Bloomberg Video from yesterday morning.
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