• 6 hours Putin Signs “Digital Iron Curtain” Into Law
  • 9 hours Russian Metals Magnate Sues U.S. Over Sanctions
  • 12 hours Tesla Looks To Jump Into Indian Market
  • 14 hours Global Banks Lay Groundwork To Re-Inflate Asset Prices
  • 1 day Homeowners Experiment With Risky New Investment Trend
  • 1 day U.S. Tech Stocks Look Increasingly Vulnerable
  • 2 days De Beers To Expand World’s Most Profitable Diamond Mine
  • 2 days Ford CEO Gets Raise After Massive Layoff Round
  • 2 days Germany’s Flirtation With Recession Could Cripple The Global Economy
  • 3 days Where To Look As Gold Miners Inch Higher
  • 3 days Google Faces Billions In Fines From European Regulators
  • 4 days The Energy Industry Has A Millennial Problem
  • 4 days Russian Banks Scramble For Sanction Loopholes
  • 5 days Gold ETFs Take A Hit After Four-Month Run
  • 5 days European Union Takes Aim At Ten New Tax Havens
  • 5 days Goldman Defends Trillion-Dollar Corporate Buyback Spree
  • 6 days $600 Billion At Risk As Boeing Fallout Continues
  • 6 days Venezuela Has Yet Another Crisis Developing
  • 6 days Wells Fargo Accused Of “Ongoing Lawlessness”
  • 6 days Hollywood Agency Returns $400M Investment To Saudi Wealth Fund
Lending: The Good, Bad, And Ugly

Lending: The Good, Bad, And Ugly

Aristotle said, “The most hated…

The Chatroom Cartel Running Global Bond Markets

The Chatroom Cartel Running Global Bond Markets

Eight major banks have been…

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Outlook 2017

With 2017 approaching fast, we are perplexed by the faith that investors have placed in the current narrative, namely Trump + US Presidency = global wealth. This equation fails on so many levels, it is hard to know where to start. Our outlook for 2017 is contrarian in that we have limited belief in the ability of Trump as president to perform the fiscal and tax reform miracle - even with a Republican dominated house and senate - and thereby unleash growth, as vaunted in his tweets. Without the Trump-reflation trade, US economic acceleration becomes more controlled and the Fed normalization path becomes less steep. From a relative value standpoint, this allows other nations to catch up. This year will not be about total domination in USD and US assets, but general global reflation and rogue bouts of politically driven uncertainty.

Outlook 2017

 

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