Oil Key to TSX Outperformance in 2017

Phillip Peterson discusses the performance of Canadian equities driven by rising oil prices and the potential impact of oil production changes on the market. He provides an outlook for US equities, highlighting economic factors and potential policy changes under the Trump administration. The discussion also covers investment opportunities and risks, including inflation and Fed policy, and concludes with insights on fixed income and potential surprises in the yield curve.

What sectors does Phillip Peterson believe will benefit from potential changes in regulation?

What are the expected challenges for earnings growth in 2017 according to Phillip Peterson?