The Fed's Job Is Over

The market has had this remarkable run to think the Fed's job is over. Now it's when things start to get more difficult because, again, you're going to start to feel the impact of 500 basis points of hikes and a yield curve that went back to 105 points inversion. We've gone through this rebalance on oil and production and so forth. Prices have gone back up. Obviously, the stocks have done very well. What can you own? You are seeing a shift. Historically, rebalances typically caught the market, not off guard, but the market wasn't necessarily- It's always happened to the end of each year in a normal course. It happens.

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