• 3 hours Huawei Given The Green Light To Build 5G Network In The UK
  • 5 hours Five Things To Watch In The Battery Metals Market
  • 7 hours What Investors Need To Know About The Coronavirus
  • 23 hours General Motors To Spend $2.2 Billion On Detroit Electric Vehicle Plant
  • 1 day Copper Slides Under Coronavirus Concerns
  • 1 day Low Gold Miner Valuations Reveal Upside Potential For The Industry
  • 1 day JPMorgan Urges Investors To Buy The Coronavirus Dip
  • 1 day The Survival Of A $2.7 Trillion Market Rests On This Tiny Niche
  • 2 days U.S. Moves To Bar Iranians From Investor Visas
  • 3 days Why Germany Is Going To War With Gold
  • 4 days Gold Is Still Cheap Compared To Stocks
  • 5 days Are Cryptocurrencies Funding Terrorism?
  • 5 days Promising Oil Companies To Watch In 2020
  • 6 days Could China's Coronavirus Outbreak Impact U.S. Stocks?
  • 6 days Tesla Stock Continues To Soar
  • 7 days What New Economic Data Reveals About Gold's Trajectory
  • 8 days The Lucrative New Tech Hijacking Your Privacy
  • 8 days The Biggest Loser In The China-U.S. Tariff Tit-For-Tat
  • 9 days Trade War Takes Its Toll On Shipping
  • 11 days Is $90 Oil Possible? An Interview With Jay Park
Another Retail Giant Bites The Dust

Another Retail Giant Bites The Dust

Forever 21 filed for Chapter…

Is The Bull Market On Its Last Legs?

Is The Bull Market On Its Last Legs?

This aging bull market may…

What's Behind The Global EV Sales Slowdown?

What's Behind The Global EV Sales Slowdown?

An economic slowdown in many…

  1. Home
  2. Markets
  3. Other

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

 

Read the Report

Back to homepage

Leave a comment

Leave a comment