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A Pause To Negotiate A Deal? Some Caveats...
A Pause To Negotiate A Deal? Some Caveats...
Authored by Peter Tchir via Academy Securities,
Basically we wound up at the better end of our “base case” in yesterday’s Spaghetti Western, and you could argue we made it all the way into our best case of “ceasefire” (I’m reluctant to label it that, as you will see, but it is touching on that end).
I do think we are far from a “real deal”.
In any case, markets are responding according as both sides send people to Pakistan to negotiate a deal.
Stocks are...
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