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Global Positioning Systems: Recalculating …

Tony Roth |
Investment Management

Our 2018 forecast for markets, economies, and portfolios. The U.S. economy — late-cycle emergence Inflation and growth — global-U.S. divergence Valuations, yields, and volatility — alternative resurgence Signs points to the U.S. economy being near or in a late (or pre-recession) stage, yet stock market valuations are elevated and inflation is inexplicably soft. Our investment