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“Deja-Vu All Over Again”: Why 2017 Looks A Lot Like 2016
"Twas the Friday before Christmas and all through the house, ..."
Wait. To hell with that. There's no way I'm playing the "cram a market narrative into a familiar Christmas poem" game. What I would say though, as we head into the holiday weekend, is that in many ways the setup for 2017 feels a lot like the setup for 2016.
Think about it. We've got a December Fed hike in the books, worries about China, a strong dollar, and a year of political upheaval to look forward to.
The question, of cour
I do not wish to repeat the first 2 months of 2016 again. Made up for it but not a pleasant time.
Agree, stocks are at least short term overbought and bonds especially those with an EM flavor are oversold.