Barclays Sees Trump Policies Pushing 2017 EPS Growth

The transcript discusses the impact of financial conditions on earnings per share (EPS) growth, with a focus on the S&P 500. Despite tighter financial conditions and a strong dollar, a rebound in EPS growth is expected in 2017, potentially reaching 7%. The market is performing well, with record highs anticipated. The discussion also covers the potential impact of President-elect Trump's economic plans, particularly tax cuts, which could boost EPS growth to 12%. The analysis highlights the variability in effective tax rates across companies and the need for more information to refine EPS forecasts.

What is the potential impact of President-elect Trump's tax plan on EPS growth?

What are the sensitivities mentioned regarding the effective tax rate for S&P 500 companies?