We improved in May, but it looked too good, so we may have some payback and that could move the market. The possibility of a record deficit would be a shock. It's a negative risk for the equity market.  -   Kurt Karl     Quotes
We improved in May, but it looked too good, so we may have some payback and that could move the market. The possibility of a record deficit would be a shock. It's a negative risk for the equity market. Kurt Karl