Stimulus worries?
Are we still trading on stimulus? Kudlow put a damper on hopes for a deal and we've seen some risk aversion in equities and FX in the aftermath. Treasuries are flat and AUD/USD is now flat on the day at 0.7119 from 0.7150 an hour ago.
For me, the stimulus story has been dead since Monday but the market still moves on the headlines.
