Inflation’s Virulence will Surprise: Yield Curve Inversion Likely
• The strength of inflation will be the biggest market surprise in 2018’s second half, forcing the Fed to
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Trade Wars Will Slow Growth
Q3 started out with several very positive days in the equity markets, due to the seeming “Goldilocks” economy (solid
Slower Growth, Inflation, the Fed, and End of Cycle Indicators
The U.S. economy itself appears to be doing well, but we see many end of cycle signs, including less
