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The stock market’s decline has been record breaking because of how quick it has been. However, this isn’t a buying opportunity if earnings are impacted.

Normally, you don’t see recessions after new home sales hit a cycle high, while the coronavirus will reduce US GDP growth by 0.2% if estimates are correct.

The Fed is pressured to cut rates further in 2020 even though it previously stated it would wait to see the impact of its 2019 cuts before taking action.

The 2020 election might be like the coronavirus, a risk that was well-known, but not priced in, to a risk that caused stocks to fall the most in 2 years.

Can you just follow Fed balance sheet policy when investing despite other factors such as global trends, cycles, sentiment, and fiscal policy?

Soft data reports suggest the manufacturing sector is recovering with capex growth improving in 2020. Outside of Q1, we should see very strong EPS growth.

State of housing according to the housing market index, consumer sentiment, MBA applications index, and housing starts & permits, plus rate cut/hike plans.

We look at the top tail risks fund managers discussed in February, while nvestors are overweight the U.S. and underweight cash, energy, and value stocks.

Consumer sentiment was the 2nd highest of this expansion as most consumers think stocks will rise, but investors are skeptical.

The retail sales and industrial reports contributed to falling Q1 GDP growth estimates while the consumer won’t help if Feb and March are the same as Jan.