Gerald Connor / October 21, 2016

Rotation

For some reason, the day after Labour Day always feels like the start of a new business year. People are back from holidays, cottages are being closed and it’s time to get refocused on business.

If you were distracted by all the good weather, the market actually had a pretty good summer after getting a little jolt from Britain’s decision to leave the European Union.

Consequently, we thought we might try to pull it all together for you. We’ll start with the general consensus on the market, then give you our views and finish by trying to elaborate on the bull and bear cases for equities. Along the way, we’ll work in some comments on the Federal Reserve’s interest rate policy and the upcoming U.S. Presidential election and other popular concerns.