The first full week of trading for US equities in 2015 saw more swings than a playground as traders struggled to find a rhythm. Much as I discussed in an article on January 5, volatility quickly crept back into the markets but the bears quickly got frustrated with the strong bounce in the back half of the week. From that point of view I think traders could do themselves a big favor by expecting a more volatile environment over the next six months or so as the crosswinds from the bond market and a late cyclical bull market will likely pick up further.

Read my full analysis here:



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