View From The Hill: Deflation Shadows Bulls With Disequilibrium In Capital Markets
November 16, 2014 at 18:48 PM EST
Deflation is casting a larger shadow over the U.S. equity bull market and I believe that the Fed may be forced to defer raising rates if the U.S. Dollar continues its upward trajectory while weaker G-8 members (Japan, China, and Europe) maintain highly accommodative policies.