Blog: You, us, everyone

Recent economic figures offer the comfortable scenario of a bright 2014, mainly due to the positive track currently followed by the US economy, which in turn is supporting the US equity market, and, at least temporarily, the USD. 

Nevertheless, some short-term indicators and recent market dynamics do raise concerns about whether the current level of excessive optimism can continue, with average investors less and less likely to believe in the reliability of the published US economic figures. There seems to be a clear disconnect between the published figures and the real situation on the ground.

Given this, it’s quite  likely the stock market will react relatively harshly to any surprises during the next 2 months, so it is therefore recommended investors take out short-term protection for the next 1 to 2 months, so that actual holdings can benefit fully from the expected rebound early next year.