• The stock market is trading tick-for-tick with the Treasury market.  However, at some point, it’s going to realize that yields are still extremely high…even though they’ve come down a bit recently.
  • The dollar has actually declined since the crisis in the Middle East erupted.  In fact, it’s showing signs of a change in trend.  That should be positive for commodities and emerging markets.
  • Given how oversold the consumer staples have become, they should be a win/win group…no matter what the eventual reaction is in the broad stock market to the developments in the Middle East.

 

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