Identifying the 2011 Risks

Posted by David Rosenberg - Gluskin Sheff

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• While you were sleeping: European markets behaving well, while most of Asia continues to struggle; U.S. dollar is seeing a modest reversal; Canadian dollar retreating

• Here we go again! A great Santa rally. Treasuries sell off. Earnings and GDP growth forecasts are being upgraded daily. 2010? Try this time last year.

• Let’s go over the 2011 risks one more time

• Canadian November retail sales — not as rosy as it may seem