Moving Toward the Center

(1) Three seasonal patterns have a bullish history. (2) Is 20% doable by the end of 2011? (3) Obama moves in the right direction. (4) The secular bull market for bonds might be over. (5) Without post-election gridlock, federal deficit widens. (6) Bernanke convinces bond investors that inflation is more likely than deflation. (7) Ron Paul isn’t buying Fed’s act. (8) T-bonds: Why 4% is more likely than 2% in 2011. (9) Exports: The untold story. (10) Trade deal with South Korea may be template for more deals. (11) Still recommending overweighting Transportation stocks. NOTICE: Our Morning Briefings are now available on FactSet.