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S&P 500: The Weighting is the Hardest Part

With US Stocks and Bonds at all-time highs and volatility at multiyear lows during “the worst” two month stretch for the S&P over the last 30 years, Emerging Stocks, Bonds, Currencies and High Yield Credit have all continued to soar despite the 25% decline in Crude and commensurate collapse in inflation expectations, which is either bullishly divergent or bearishly delusional.

While I respect the former, my money and my call remains on the latter. Recent dollar weakness represents another curious divergence given the string of stronger jobs reports and ongoing central bank easing outside of the US designed to accomplish just the opposite...