'Trump Trade' as an Acceleration of Existing Themes

The video discusses the acceleration of market trends post-election, highlighting the shift towards cyclicals and the impact of better economic data. It explores the earnings outlook for 2017, considering factors like wage growth, taxes, and interest rates. The discussion also covers the potential for increased corporate investment due to policy changes, and evaluates the valuation of US stocks, identifying opportunities in specific sectors.

What factors contributed to the acceleration of the equities market after the election?

How did the economic outlook for 2017 influence expectations for earnings growth?

What role does wage growth play in the economic outlook for the US?

What are the potential implications of lower individual taxes and more fiscal spending on the economy?

In what ways could corporate investment be affected by changes in policy under a new administration?