The full post can be found at our new site here.
More evidence of an emerging reflationary rebound
July 05, 2017 at 16:53 PM EDT
Mid-week market update: Further to my last post (see Nearing the terminal phase of this equity bull), There are numerous signs that the market's animal spirits are getting set for a reflationary stock market rally. First of all, the BAML Fund Manager Survey shows that a predominant majority of institutional managers believe that we are in the late cycle phase of an expansion.
The full post can be found at our new site here.
The full post can be found at our new site here.
