ITAU: 2017 Global Investment Outlook: America First?

 

Here, I utilize my Global Risk Nexus framework to assess: economics, politics, policy and markets with a focus on the 6 key geo economic questions, the prospects for Pres. Trump to pull a Nixon and embrace Mexico as well as THE economic surprise of 2017: Japan’s return to inflation. The market outlook includes clear calls on equity vs debt, US vs Non US, DM vs EM, credit vs duration, $ vs non $ and concludes with the Top 5 Trades for 2017.

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