Three Points Down, Seven to Go
Summer Framework in Progress, Soft Patch becomes Growth Scare, Commodities & Oil
A beast of a note — my apologies for the length in advance. Summary:
Of the 10-point roadmap in My Summer Framework from July 1st, we have now checked #1-3. I believe #4-5 are right in front of us.
Renaming Soft Patch to Growth Scare.
Commodities & oil — we are right back there.
