At some point you think US stocks would crack

Two scenarios:

  1. The appetite for US stocks is so strong that they repeatedly shrug off volatility and we get a massive rally through year-end that inevitably spills over to USD
  2. This sucka will crack on the next piece of bad economic data or when 1600/1597 in the S&P 500 breaks.

I lean to option number 1 but the risks skew equally because while there could be a series of 0.7% rises like today, if it goes down it will be 3-4% in a flash.

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