Yet another US election narrative in markets this morning to justify the move up in stocks. It’s the 4th or 5th such (serially inconsistent) narrative in the last few weeks. Highlights for me that investors are driven less by politics and more by forces away from that (continuous liquidity conditioning). #markets #investing #economy #bonds #stocks #volatility #investing #economy #bonds #stocks #equities #volatility #fed #centralbanks #economics #federalreserve #ecb #monetarypolicy #elections #election #investors …see more