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cheap stocks left But what if the yield curve goes fat? 2015's S&P 500 tug-of-war intensifies: Dimmer EPS vs. brighter PE outlook The Hulk flexes, S&P EPS shrinks Is S&P ready for Fed hires?. 10 FAOs US equity strategy 2016 Outlook • char/Ivor puiecorwir — °MICA@ Bent Date 1-Feb-16 24-Jan-16 18
should investors look through it? Repatriation holday: Good step to a territorial system, but not a substitute Finding Domestic 66P 500 stocks Both Domestic Cyclicals & Defensives 2015 S&P gains now PE expansion dependent S&P 500 Industrial Capital Goods High risk, low reward - we prefer Tech Seven Signs. 2 Red, 4 Yellow, 1
cheap stocks left But what if the yield curve goes fat? 2015's S&P 500 tug-of-war intensifies: Dimmer EPS vs. brighter PE outlook The Hulk flexes, S&P EPS shrinks Is S&P ready for Fed hires?. 10 FAOs US equity strategy 2016 Outlook • char/Ivor puiecorwir Sant Detesr.A. Ewa Date 1-Feb-16 24-Jan-16
should investors look through it? Repatriation holday: Good step to a territorial system, but not a substitute Finding Domestic 66P 500 stocks Both Domestic Cyclicals & Defensives 2015 S&P gains now PE expansion dependent S&P 500 Industrial Capital Goods High risk, low reward - we prefer Tech Seven Signs. 2 Red, 4 Yellow, 1
rrection Buy the dig, but stick with strength. Secular growth of Tech & Health Care Catchng a falling knife> PE expansion s rare as the Fed hikes S&P EPS growth after the super.cycle The Seven Spans: Interest Rates, Oil Pnces & the Doran' 2Q EPS finishes with S&P at its top Good reasons to return to
hould investors look through it? Repatriation holiday Good step to a territorial system, but not a substitute Finding Domestic S&P 500 stocks. Both Domestic Cyclicals & Defensives 2015 S&P gains now PE expansion dependent S&P 500 Industrial Capital Goods: High risk. low reward we prefer Tech Seven Signs 2 Red, 4 Yellow. 1 Gr
heap stocks left: But what if the yield curve goes flat? 2015's S&P 500 tug-of-war intensifies: Dimmer EPS vs. brighter PE outlook The Hulk flexes, S&P EPS shrinks Is S&P ready for Fed hikes?: 10 FAQs Reaching for small caps, selectively: Prefer small Retailers vs. small Banks Tech Titans can overcome
ould investors look through it? Repatriation holiday: Good step to a territorial system, but not a substitute Finding Domestic S&P 500 stocks: Both Domestic Cyclicals & Defensives US equity strategy 2015 Outlook * Chartbook publications EFTA01476541 Source: Deutsche Bank Research Title 8-Nov-15 2015 S&P gains now PE expa
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