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A sign outside the headquarters of JP Morgan Chase & Co in New York, in this September 19, 2013, file photo.
A sign outside the headquarters of JP Morgan Chase & Co in New York, in this September 19, 2013, file photo.
(Mike Segar/Reuters)

What a JPMorgan strategist predicts for 2014

There are a lot of moving parts for investors to consider as we head toward 2014: The global economy is improving, the Federal Reserve is contemplating an end to its bond-buying program and the bull market in stocks is approaching its fifth anniversary. Michael Hood, head of institutional market strategy at JPMorgan, offered some helpful points in an interview last week – arguing that European stocks and U.S. cyclicals look good, while the Canadian dollar looks vulnerable. And as for the bubble talk, bring it on.