During this webcast, I review key Q1 2010 capital market results as the economic recovery continues. For example, the S&P has risen 75% since March, 2009, oil is at a 17 month high, and the US dollar is strengthening.
Looking ahead, I also discuss several areas to keep an eye on in 2010:
- Economic recovery: What shape will it take?
- Housing: Has it bottomed?
- Unemployment: Will it go down?
- Interest rates: When will the Fed raise rates?
- Stock market: Will the rally continue?
- Growth vs. Value, Large vs. Small, Domestic vs. International: Tradeoffs with each asset category
