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FebruaryPer Stirling Capital Outlook – February 2018

It is a widely-held belief amongst analysts that market volatility increases at tops and bottoms, which makes sense, as such directional changes take place at a time when the strength of a consensus opinion is weakening, bulls and bears are increasingly evenly matched, and each camp is waging a back and forth battle for control […]
1990sAAIIaccelerating growthbearsblockchainbond proxiesbullsCanadacapacity constraintscautioncomputer algorithmsConsumer Price Indexcorrelationdeficit spendingdeflationdemandequity futuresequity marketsEuropefearFederal Reservegeneralized inflationglobal economic recoveryGreat Rate Debatehigher ratesimmigrationinflationinflationaryinternetJapanlack of fearleveragemacroeconomicmarket volatilitymechanicalmonetary policyoutput gappoliticsproduction costsproductive capacityproductivityprotectionismrecessionREITresiliencerising interest ratessecularsell-offsharp accelerationstax reformtradeTrumpunwindingUSVIXvolatilitywage growth