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Green Book October 2017

Year Of The G.O.A.T. ?

Entering 2017, we expected a stock market “melt-up” to the 2,550-2,600 level on the S&P 500—a move we thought might run into trouble by late summer.

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Gold (84) Dollar (56) Easing (1) CPI (171) Market Rotation (2) Election (10) Inflation (585) Recession (69) Value (131) Growth (119) Factor Performance (18) Japan (48) Yen (7) Wealth Effect (9) Bank Lending (1) Resession (1) Time Cycles (6) Breakeven Rate (1) Oil (48) Treasuries (79)