1) IMO they should continue to rise rates regardless of whether it hurts the markets in the short term. But this is Trump's guy, so I think that it unlikely.
2) Agreed, debt is enormous now. Rates will need to rise less to crimp enthusiasm than ever before
3) Relates to the above, low-ish rates will still result in a search for yield. So demand for equities will remain.
4) IMO p/e is way too high and that is what this correction is mostly about. Yes it is triggered by rates and economic growth, but if p/e was at normal levels, strong economic growth would have led to a rally not a fall. Which is what has been happening for the past year or more. But it just got a bit ahead of itself.
5) I also posted this last week. Also derivatives are back in vogue and under the no-regulation Trump administration I expect them to get out of control again.
Short memory, must have a, short memory
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