January 16, 2019

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A webcast presentation originally held on January 16, 2019 as part of the CMT Association’s Educational Web Series.

In the context of our weight of the evidence approach which balances both macro and market factors, we will review our outlook for both the economy and the stock market in 2019. This will include a discussion of the cumulative effects of less accommodating central bank policies, disparities between U.S and global economic trends, what to look for in anticipation of a new cyclical leg higher for stocks.