• 9 hours The Crushing Reality Of Poverty In America
  • 12 hours Should You Buy Into The World’s Largest IPO?
  • 15 hours The Infinite Possibilities Of Cosmic Energy
  • 1 day Analysts Link Walking To Economic Growth
  • 3 days Will Japan Turn Its Back On The Aramco IPO?
  • 3 days Global Debt Soars To $188 Trillion
  • 4 days The World's Largest Gold Miners Are Getting Creative
  • 4 days Twitter: The Saudi Spy Tool To Bring Down Dissidents
  • 5 days Broad Commodity Funds Don’t Give Enough Exposure To Gold
  • 5 days Here We Go Again: Another Giant Telecoms Mega-Merger
  • 6 days World's Largest Gold Miner Sees Profits Triple
  • 6 days Microsoft Japan Trials 4 Day Work Weeks, Productivity Soars By 40%
  • 7 days Hedge Funds Lose $4 Billion In Four Days As California Wildfires Rage On
  • 7 days New Viral App May Be A National Security Threat In Disguise
  • 8 days China's $10 Trillion Space Play
  • 8 days Human Energy: Debunking The Matrix
  • 8 days Cannabis Has Become A Real Estate Selling Point
  • 10 days The Gold Stock Boom Is Just Getting Started
  • 11 days Fading Trade War Hope Leaves Oil Directionless
  • 11 days Millennials Deal Death Blow To America’s Biggest Breweries
Zombie Foreclosures On The Rise In The U.S.

Zombie Foreclosures On The Rise In The U.S.

During the quarter there were…

Is The Bull Market On Its Last Legs?

Is The Bull Market On Its Last Legs?

This aging bull market may…

Another Retail Giant Bites The Dust

Another Retail Giant Bites The Dust

Forever 21 filed for Chapter…

MIG Bank

MIG Bank

MIG Bank

MIG BANK, formerly known as MIG INVESTMENTS, was established in Neuchatel, Switzerland as an online Forex broker and in 2009 became the world's 1st Forex…

Contact Author

  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