What Will Drive Markets in 2017?

The video discusses the market outlook with S&P price targets for 2017 and 2018, considering the impact of the Trump agenda on corporate earnings, inflation, and GDP. It analyzes the potential changes in earnings and PE ratios, highlighting the transition from monetary to fiscal stimulus. The challenges of implementing fiscal policies, such as tax deals and infrastructure spending, are also explored.

What are the projected price targets for the end of this year and 2018?

What factors are expected to drive corporate earnings according to the speaker?

How does the speaker view the impact of the Trump agenda on corporate tax reform?

What transition in market environment is anticipated as we move from monetary to fiscal stimulus?

What challenges does the speaker foresee regarding fiscal spending on infrastructure?