This is What Normal Looks Like

  • VIX higher than it recently was doesn’t mean we’re in a vol ‘new normal’
  • 2017 was a freak year for volatility – this is what ‘normal’ looks like
  • The cycle is maturing but overheating is not imminent
  • Trade war risk is back but still fairly remote – we don’t position for it
  • Higher EA and Japan RoE should narrow the valuation gap with the US
  • Bonds to continue consolidation; Fed meeting to set tone for next move
  • Dollar no longer the weakest currency in the world

Economics

Politics

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Track Record

We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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To request an interview with a member of our team, please get in touch zdl@tslombard.com .

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