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Possible Market Timing in the run-up to the US election and year end

Oct 3, 20161 min read

At our recent lunch presentation to the GSCGI mid September, we presented our reflationary scenario for the next 12 to 18 months.

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Both Equities and Yields could continue higher into next year.

Both Equities and Yields could continue higher into next year.

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What kind of downside retracement/retest may we expect in May?

What kind of downside retracement/retest may we expect in May?

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