Discussion about this post

User's avatar
Andy McKenzie's avatar

Good analysis. One quibble - it's not clear that stocks sold off based on this. There are a lot of factors that affect market prices and it's usually hard to pinpoint them on one event. For example, stock prices could have gone down because of a perception of further separation of the CCP from Western economies after the congress meeting.

Expand full comment
3 more comments...

No posts