- Stock market gains are largely being driven by seven firms
- We’re not tried to kill the economy or crash of the stock market
- On CRE only worried if banks are going to get stuck with a lot of losses but it’s not a shock, we knew this was going to happen
- CRE (commercial real estate) is predictable, manageable, should not cause major crisis
- Not sure if productivity uptake will continue
- Politics just does not enter how we set policy
This article was written by Greg Michalowski at www.forexlive.com. Source