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Three Areas We Are Watching in the Markets

Three Areas We Are Watching in the Markets

  • US equities are being powered by strong earnings. We expect 25% earnings growth in S&P 500 for 2018.
  • Possibility that trade talks and tariffs will turn into a trade war.
  • Concerned that bond interest rates might go higher¬†and the actions of the Federal Reserve might invert yield curve.

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