Weekly Equities Strategy Update

Investors are facing too many fast changing unknowns, such as an all-time low 3.7% US unemployment, globally slowing (and most likely more downward adjustments and revisions of US and EU GDP growth rates {a phenomenon not rarely seen post political elections}), and likely an unsustainable US GDP rate in the 2.7% to 3.7% range, besides still measured inflation (which we continue to forecast for 2019) however, which the Federal Reserve tries to fight with another December likely rate cut.

110218 CGI Weekly Equities Strategy Update -compressed