What You'll Learn:
What will 2019 look like? There's a lot of factors to consider in which way the next years markets will swing. There are always positive and negative factors at hand to consider, and in this whitepaper we go over what we think will could help or could hurt in 2019.
- What could help in 2019: A higher volatility regime, reversion to the mean, end of QE/more QT, and the return of Ag.
- What could hurt in 2019: Lower volatility, a declining VVIX, investor appetites, less QT, and a sharper yield curve.