Stock Market is in Risk On

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The US market, as well as some assets, is in a risk-on mode.
Most assets have their own seasonality.

The chart above shows one of them:

In recent years, in the period July-September, a correction began on the US market.
A number of macro indicators also speak in favor of a correction and that it is overdue.

Risk appetite according to Morgan Stanley research has reached a historical maximum

Although seasonality does not guarantee a correction right here and now, but at least it gives reason to think about reducing long positions

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Trump: US rates are too high.

☝️President Trump is absolutely right.

🚀In a period of falling rates, it is preferable to give priority to small-cap stocks as an allocation