Couple of great monthly reports from SC and CAN. The SC report multi mkt and dealing with some leading tech indicators.
SC remains fairly bullish on an extension of this rally, subject to any small 5% correction.
Global economic review from CAN. Pretty optimistic and for strengthening growth for 2014 and 2015.
We must recall as we step forward into year 5 of this bull run for asset prices that no large institutional macro teams called the 2009 crisis.
The only teams that got close to calling the bear market crisis were technical indicator teams and a good proportion of them totally miscalled the severity of the bear market that occurred.
Here SC
SC-Global-Market-Outlook-December-2013-PvB
Here CAN
Rich