The issuance of US Treasuries is set to fall by 16% this year, and tax receipts should jump. Demand for bonds will also increase, says Sentinel, both among pensions and individuals and overseas buyers, and quality small cap stocks should rise above the pack. Keefe, Bruyette and Woods suggests shorting stocks that will benefit from rising short-term interest rates.  Value-investor GMO isn’t buying in India or China. And according to the well-regarded Harvard Joint Housing Studies group, Philadelphia, Baltimore, Milwaukee, and Chicago may see a pickup in home remodeling this year.

Christian W. Thwaites, Sentinel Asset Management, Inc.

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