Dave Lutz of Stifel, Nicolaus passes along the topics about which they’re chatting about today.
We summarize in bullets:
- RISK ON. Markets higher. European yields lower.
- Big night in Asia. Strong day in Japan, as opposition candidate Shinzo Abe gains in the polls, while promising loose monetary policy.
- Big Eurozone finance ministers meeting this week. Greece is Topic A.
- News reports on the Fiscal Cliff are promising.
- In the meantime, companies are cutting investment in the leadup to the Cliff.
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