今年下半年美联储加息以及低市盈率将是风险资产暴跌的催化剂，美银美林建议买入标普500指数的长期看跌期权，增持黄金。
但是，美银美林分析师hartnett认为当前市场对于对于大格局的交易者仍有机会。
做多机器人，做空人力
到2020年全球的机器人将达到2.5百万，在2010年是1百万
在针对机器人收税之前，争议，人口统计和债务将可能限制通胀和利率的上升
通货紧缩将不会影响通胀周期性的上升，但是可能阻止通胀长期的上升
做多main street，做空wall street
选民投票支持贸易和移民政策来提高main street上的工，并不支持在wall street的股票和债券价格。
做多全球股市，做空美国股市
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