Our forecast of above-trend growth in the US through the next six months is based on the expectation of an improvement in the private-sector financial balance and a slowing in the pace of private-sector deleveraging. This is a stage in which it is profitable to position for the private sector expansion in the US by retaining some exposure to the US market index as we navigate a potentially volatile period in the next six months.





We think that the timing looks good to add long positions in the US stock market. Are you having the same view?