In a report that explains the recent market volatility as having nothing to do with Trump-induced nausea and everything to do with the Fed (“We believe the simple reason that risk assets are struggling in 2018 is the Fed. Investors have been forced to acknowledge a tightening cycle is well underway”), BofA’s Michael Hartnett moves away from listing the latest tactical and cyclical market drivers which we covered earlier, and lays out what the Chief Investment Strategist thinks are the three big secular trends threatening investors in 2018.
https://www.zerohedge.com/news/2018-04-09/bubble-about-burst-bofas-10-reasons-sell-tech-stocks
