Sorry double post. I meant to use the term ( politcal soultion) loosely. It looks to me more like at the barrel of a gun.
I also wanted to mention Tax loss selling
Potential Fed rate hikes, I have heard it rumored the fed might need to hike rates for a number of reasons.
Pension funds need to make a return
I have heard some speculate that the fed needs to raise rates even if it does trigger recession just so they have some tools in there belt instead of QE to infinity, Fed rate hike would = strnger green back. cheers Matthew