plications, and is best analyzed using the view from across markets. Hosted by: • Thomas Lee, Chief U.S. Equity Strategist Also participating: o David Mackie, Head of Western Europe Economic Research; o Pavan Wadhwa, Global Head of Interest Rate Strategy; o Alexander White (tentative), European Policy St

or Germany to cave. Thus, both outcomes are positive for equities. Hosted by: • Thomas Lee, Chief U.S. Equity Strategist Also participating: • David Mackie. Head of Western Europe Economic Research; • Pavan Wadhwa, Global Head of Interest Rate Strategy; Alexander White (tentative), European Policy Str