Marko Kolanovic: Brexit, Trump Risks Overstated; Negative Interest Rates “Make No Sense,” Central Bank Out Of Options, Need Fiscal Stimulus

The quant master, Marko Kolanovic, is out with a research note that touches on many of the real market concerns of the day, calling for fiscal stimulus and modeling the debt reaction, pointing to a delicate balance.

We live in historic times where Saudi Arabia threatens the U.S. on pending Congressional legislation, one where market participants are attempting to predict the point when central bank quantitative magic tricks no longer work and concerns from Brexit to the election of Donald...

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