Here is the signal in all the US political noise ...Middle East

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I don't know who is going to win the US election but there's a great chance we end up with some kind of split of power in the three branches of US government. Even if we don't, the margins will be narrow enough (and parties fractured enough) to keep too much from really changing.So what matters? I think it's the things that the vast majority of politicians on both sides care about. The main one that I can identify right now is deficits:“No one seems to care,” Retiring Senator Joe Manchin said today. “It’s a shame, $34.6 trillion in debt. No one cares about it.”Goldman Sachs was out with this yesterday:Goldman: "President Biden and former President Trump propose substantially different fiscal

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