Deal or No Deal

“Fill your bowl to the brim and it will spill. Keep sharpening your knife and it will blunt. Chase after money and security and your heart will never unclench. Care about people’s approval and you will be their prisoner. Do your work, then step back. The only path to serenity.” – Lao Tzu

Our key focus today will be on updating our latest scenarios as we move into the FOMC/ECB/15th December Tariff Deadline: (i) Deal (ii) BS Deal (iii) No Deal + Stael-mate (iv) No Deal + Can Kick (v) No Deal + Tariffs On/Off.
Remember that we also have a heavy data calendar in the next few weeks and don’t forget to keep a close eye on the bonds.
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Wishing you a great day ahead.

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