Constant Growth And The Chance Of Tax Cuts Are Maintaining The Reflation Change Alive

The prospects for tax cuts have been a notable influence on stocks in the second half of the month, with the Russell 2000 notably outperforming, since small caps would greatly benefit from tax cuts.
The OECD raised global growth projections for 2018 to 3.7 percent (from a prior 3.6 percent estimate in June).
There are also very large bets on IT Services companies with strong growth expected from Mastercard, Visa, and Paypal, for example.
September saw the reflation trade come roaring back, and it’s likely to have legs in the fourth quarter.
Aside from the global growth story, two other issues will determine the fate of stocks in the fourth quarter.

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