Obama’s first two years were great for the market

Here’s what the post-election landscape looks like

Investors are still waiting for signs of that recession, with recent economic data showing increasing evidence of slowing activity and tighter lending conditions.

While lower costs of capital helped stocks last year and continue to do so, recent earnings calls point to the potential for lighter yields to signal trouble. As equities trade near record highs amidst rates that have drifted lower, the consideration of a worn-out consumer is pivotal.