Downsides In 2015

(1) From the upbeat scenario to the downbeat risks. (2) The bull is still prone to mood swings. (3) “Considerable time” is running out of time. (4) Yellen’s 6-month horizon. (5) More upbeat labor market indicators. (6) Next Fed QE in corporate bonds? (7) Is China’s mini-bubble bursting already? (8) China’s imports showing no growth all year. (9) Draghi renews his vows to do whatever it takes. (10) Greeks breaking plates again. (11) Will there be blood in the oil patch? (12) Oil majors vs. frackers. (13) The Russian bear is wounded. (14) The jury is still out on Abenomics.