Sheets: Market May Move to Outright Greed and Euphoria

The video discusses the economic outlook for 2017, highlighting a wide range of market outcomes. It explores the impact of political events, such as Donald Trump's election, on market trends and inflation. The discussion includes risk pricing, economic indicators, and the role of the ECB. Additionally, it examines asset correlations and market dynamics, noting a decrease in cross-asset correlations, which is seen as beneficial for macro trading environments.

What trends does the speaker mention regarding inflation and earnings in the context of year-over-year comparisons?

What does the speaker suggest about the correlations across different asset classes and their implications for macro trading?