2015: US equity bulls, particular consumer stocks

We said:

The basic story is that US domestic demand will be strong. The plunge in oil prices has shifted the emphasis of our US forecast from capex towards consumer spending. The near-certainty of lower profits from oil in the short-term has inhibited the bull market that prevailed last year, but the diffused likelihood of stronger consumer spending has not yet been priced in. This creates opportunities in consumer sectors. (LSR View 3rd February 2015)

Outcome:

S&P Consumer Discretionary index begins the year at 575 and climbs steadily to a peak of 628 in December 2015.

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