NAFTA withdrawal would have extensive economic effects

NAFTA renegotiations are likely to conclude in early 2018; withdrawal would hit US agriculture and automobiles hard

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Monetary tightening could skim frothy markets

The junk bond sell-off since October highlights other assets at risk, including EM assets and US tech stocks

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Investors have devoured frontier economies' debt this year while the MSCI frontier markets equity index is up 25%+

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Hungary’s monetary policy will continue to diverge from other regional central banks in the short-to-medium term

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Means are limited to deregulate the financial sector to the extent Republican conservatives would wish

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Robust growth and low prices are fueling the market rally, but US inflation pessimism is flattening the yield curve

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Since 2008 investment has shifted from banks towards investment funds and insurance and pensions funding

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Erdogan will dominate at home in 2018 while seeking opportunities to strike at the Kurds in Iraq and Syria

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Japan and the ECB renew their commitment to loose policy and markets are questioning the US commitment to tightening

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Trump's nominee Jerome Powell will maintain the monetary policy already underway

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