This is the End

The final wave, a mini growth scare, stimulus calculus and the (not so) lame duck

This is the End

The outlook for the Sunday afternoon opening of S&P 500 futures during the weekend before the election was grim. Although we had written Be Greedy When Others are Fearful, given the tone of our Twitter feed and financial press, we expected the proliferation of NPIs (non-pharmaceutical interventions) announced by European governments amids…