February 2018 IceCap Global Outlook – “The Halftime Show”

For many, the Super Bowl football game is a big event. And, as the Halftime Show literally occurs smack dab in the middle of the game – it should signal the mid-point of the big event. Yet, in reality the 2nd half breezes by fairly quickly with the outcome usually…


For many, the Super Bowl football game is a big event.

And, as the Halftime Show literally occurs smack dab in the middle of the game – it should signal the mid-point of the big event.

Yet, in reality the 2nd half breezes by fairly quickly with the outcome usually well decided and well accepted by everyone glued to their screen.

The irony of course, is that this year as millions prepare to enjoy the big show, millions of investors are simultaneously wondering if financial markets have also reached their very own Halftime Show.

Naturally, with stock markets hitting all time highs, and Bond yields hitting all time lows – very good arguments are made supporting a significant change in direction for each market.

And as life imitates art, it is reasonable to believe that the 2nd half of financial markets will zoom by just as fast as the 2nd half of the Super Bowl.

So, to be safe. Buckle up. Strap on your helmet and pads. And get ready for the 2nd half of global financial markets.

It’s a show you won’t want to miss.


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