This is going to be one crazy-ass week. I feel a bit like Evel Knievel sitting at the top of his runway ramp...looking ahead and wondering how in the heck am I going to jump from here to there. But the choice is made and there's no backing down now. So begin our acceleration down the ramp with a hope and a prayer that we'll make it safely to the other side.
And the week has already begun! Today brought the October manufacturing PMIs and, though they weren't a stagflationary disaster, they were both lower than expected....