That is what I found surprising. How could he know? What are his sources? The analyst/market strategist -appears to be Robbert van Batenburg- writes as if he has heard/learned something. Nothing that is public today can be construed as the President being inclined to a 'brokered settlement for equity friendly GSE reform'. At least not yet. Signals are just the opposite. Talking out of his behind? Although socgen is serious enough...
44, those bonds look like "deep value" lol. Let us know.