(1) The bullish season. (2) Time to come back for those who went away in May. (3) Jumping the gun this year. (4) Bull is maturing more than aging. (5) Fed officials feeling good about economy. (6) Countdown to liftoff. (7) Shallow trajectory. (8) Real interest rates are of interest at the Fed. (9) Price and wage inflation moving in the right direction. (10) The dollar is mentioned less in latest FOMC minutes. (11) The strong dollar could mean that “one-and-done” in 2015 will lead to “none-and-done” in 2016. (12) ECB and PBOC considering more stimulus. (13) BOJ is on hold.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →