Market Ethos - October 16th, 2017

The Sweet Spot

 

Impressively, the markets have been marching to new highs of late despite a backdrop of rising geopolitical risks. We believe this is because the market and economy has entered a bit of a sweet spot, with rising global economic activity and still benign inflationary pressures. In this edition of Market Ethos, we take a look at the economic data and our market cycle indicators as this cycle is now the 3rd longest on record.