‘Trumpflation’ trading may run out of steam in 2017
Rates divergence with the EU and Japan will keep US assets attractive but the optimism for Trump's plans may be overdone
You must be signed in to read this analysis
In this article
- 'Trumpflation' trading
- Surging dollar taking a toll...
- ...particularly on EMs
- US policy uncertain
- Dollar dampening US competitiveness
- Tightening expectations may be overdone
What is this?
This article is from the Oxford Analytica Daily Brief, which analyses geopolitical, economic, social, business and industrial developments on a global and regional basis, providing clients with timely, authoritative analysis every business day of the year. Find out more about the Oxford Analytica Daily Brief, or request a trial.
