Should rates continue to rise as part of a gradual normalization of Fed policy in response to a firmer economy and rising inflation, we could see a movement out of fixed income and into the stock market. That would especially be the case if the tailwinds of coming economic stimulus look to outweigh headwinds that could come from restrictive trade policies. If we, indeed, were to get further correction in stocks and even more bearishness from sentiment data (as anticipated by the trading model), the investor in me would be looking to scoop up some values.