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Deutsche Bank’s Kocic Delivers Stark Warning: Beware Populist “Buyer’s Remorse”
Regular readers will recall that we're big fans of Deutsche Bank derivatives strategist Aleksandar Kocic.
Back in September, 2015, Kocic penned a hilariously metaphysical assessment of the Fed’s reaction function in the wake of the market turmoil catalyzed by the PBoC’s move to devalue the yuan the previous month. Kocic described the Fed’s dovish tilt in the theatre context as a removal of the “fourth wall,” a reference to the fact that the committee had explicitly acknowledged its
Understatement of the year: “the skill set required to win the elections seem to be quite different (and not necessarily overlapping) with the skills required to govern.”