Trader: Markets Need To Be Exposed To Politics Just Like The Rest Of Us

Former FX trader Richard Breslow is back off the weekend, and seems refreshed - where "refreshed" means not chomping at the bit to berate you. This morning's missive is more reflective and the theme is familiar, although it reads a bit like Breslow walking back his contention that markets need to take central banks' collective effort to lean ever-so-slightly hawkish seriously. But while in today's centrally planned markets, "a discussion of when to buy often begins even before the sell- off,"