his is an individual assignment. By the of the course, you will have to submit an analysis in relation to current market conditions and market expectations. Imagine that this analysis is drafted for the purpose of investment and portfolio management as if you were part of an asset management firm. Your market analysis should be at least 800 word excluding charts, graphs and exhibits. You can add as many appendixes and visual support as you please. In particular you are expected to address the following questions/items succinctly and effectively:

• Current market conditions. This should include a review of current interest rates, inflation rates, general market sentiment, and the stance of the Federal Reserve;
• Leading economic indicators. How to use leading indicators to anticipate market movements and trends;
• Sector rotation. At this time, which industries makes sense to invest in? Why? For how long?
• Portfolio management, stocks vs. bonds. Based on current market conditions, does the 60/40 split between equity and bonds still make sense? Why? What do you recommend?