The Days Ahead: Second round of Q4 GDP. Italy heads to the polls.

Bonds are grappling with higher expected growth (even though we had some disappointing existing home sales, retail sales and Industrial Production) and the reawakening of the twin deficits story.

For those of you of a certain age, this was a big deal in the 80s and 90s. It’s basically a fear that growth will suck in imports and the, ahem, reformed tax regime won't bring in as much revenue as they hoped because, you know, “tax revenues are going down."

If you want to join us live next time or get future updates about new episodes, subscribe to our email newsletter: bandjadvisors.com/subscribe

Did you like this podcast? Be sure to rate, review, and ask us your questions! We'll answer them in the next episode. We appreciate your feedback.

Learn more about Brouwer & Janachowski: http://bandjadvisors.com