REUTERS/Joseba Etxaburu
Critics note that under the terms of the deal, we would wind up back here again in a few months.
Potomac Research Group political strategist
"We think it's worth reiterating the two very
Here's what he said:
THEME ONE: THIS IS THE MOST DOVISH FED IN OUR LIFETIMES, with central bankers in no rush to begin tapering their asset purchases in light of the damage done to fourth quarter GDP growth. (We'll hear from former Fed Vice Chairman Don Kohn on a conference call next Thursday.)
THEME TWO: FISCAL RESTRAINT is still firmly in place, with the
Valliere assigned a 40% chance of a new deal by mid-December. And if there is a deal, he says, the fiscal restraint story will prove even more bullish.