Oil vs. Distillates, Rising Uncertainty, and U.S. Exceptionalism

<p>This week, our 3 Things are:</p><ol><li>Oil vs. distillates. Time to focus on what actually drives the economy. </li><li>Rising uncertainty. After a welcome reprieve, it’s back. </li><li>U.S. exceptionalism. An update from McKinsey makes the case.  </li></ol>