Marc A. Zabicki, Senior Market Strategist, offers a monthly analysis of the equity and fixed income markets. http://budgeting-investing.ameriprise.com/planning-and-budgeting/financial-analysis/?cid=RSS_strategy In our view, positive surprises in U.S economic data have helped this market recover. However, an apparent rollover in this trend may yet have a dampening impact on near-term market sentiment. http://budgeting-investing.ameriprise.com/planning-and-budgeting/financial-analysis/market-strategy-viewpoint/2012-01-20.pdf?cid=RSS_strategy In our view, the U.S. equity market is setting up for a modestly positive 2012. While we are indeed expecting better investment conditions in the new-year, ongoing policy uncertainty in Europe and the U.S. could put a ceiling on equity returns. http://budgeting-investing.ameriprise.com/planning-and-budgeting/financial-analysis/market-strategy-viewpoint/2011-12-22.pdf?cid=RSS_strategy Secular bear market conditions likely mean additional near-term volatility in equity markets, but the deleveraging taking place today could set up a firmer foundation on which to establish a new secular bull market in stocks http://budgeting-investing.ameriprise.com/planning-and-budgeting/financial-analysis/market-strategy-viewpoint/2011-11-21.pdf?cid=RSS_strategy