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Market Threats Receding; 2020 Looks Promising for US Stocks

November 15, 2019
Market Threats Receding; 2020 Looks Promising for US Stocks

Threat mitigation, that’s what we’re talking here. It’s a sober-sounding and fancy cyber security term but it describes nicely what’s happening in the stock market lately.
Concerns that have dogged investor sentiment much of 2019 and even late 2018, too, have quite suddenly started to melt away. Risk-on is back.

How’s that? I see an upturn in investor economic expectations further solidifying my view that 2019 is an analog to 2009. There’s been a notable change in the character of markets (in the past few weeks) caused by a general improvement in the macro backdrop for risk assets.

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