US outperformance and the element of surprise

Will the year’s anti-consensus stock market surge peter out, allowing bonds start to perform at last and the dollar to finally dissipate? — Reuters

THE economic picture may not have to change much for the surprise element to disappear for markets – underlining the significance of this summer’s sometimes grudging admissions of investment strategy missteps.

And if you remove the surprise factor, will the year’s anti-consensus stock market surge peter out, allowing bonds start to perform at last and the dollar to finally dissipate?