For the commute home,
– “Deposits” with money market funds aren’t protected like those in banks, and the SEC is only just getting around to regulating them. Better late than never?
– The shortage of safe assets is both structural and cyclical.
– Low quality repo collateral is back. This won’t end well.
– Labor force participation is not looking very reboundy.
– Definitely not getting a good deal with fossil fuels.
– Over- and under-paid executives.
– Naming the equipment.