4CAST RGE

REPLAY—2017 Themes: The Ideas and Trends That Will Drive Markets Next Year

Please join Gabriel Stein, Rachel Ziemba and other members of the Roubini Research Team on Thursday, November 17, for a discussion of our “2017 Themes”—an inventory of the ideas and trends that will drive markets next year. 

Meeting date:
November 17th, 2016
Start time:
07:30 AM EST
Duration:
1 Hour

OVERVIEW

Please join Gabriel Stein, Rachel Ziemba and other members of the Roubini Research Team on Thursday, November 17, for a discussion of our “2017 Themes”—an inventory of the ideas and trends that will drive markets next year. 

  • Populism: Trump is the latest and most significant example of the surge of populism and tilt to trade and investment protectionism—why is this happening and what will it mean for markets?
  • Return of inflation: It’s still below target in most countries, but inflation has been rising and populist policies could add impetus to this trend, supporting central bank hawks.
  • Fiscal boost to ease asset scarcity: With populist policies nudging the pendulum toward wider deficits and reducing regulations that require price-insensitive purchases of safe assets, more such assets may come on to the market. 
  • Less accommodative central banks: Will central banks be prepared to stand aside if markets threaten to fall; or potentially even take action that makes them fall?
  • China volatility: We see policy stimulus waning in 2017, which seems set to exacerbate the volatility of Chinese growth, and the price of local and China-related assets.
  • End of the EM investment recession: While stimulus is waning in China, we expect a large number of other EMs to boost investment.
  • Rebalancing oil adds uncertainty: We expect ample supply to keep oil range-bound until late 2017, when inventory drawdowns seem set to balance the market.
  • Equity value: The return of inflation and higher rates present challenges for global equities, with prices having been bumping along the secular-stagnation ceiling since early 2015.

To learn more about our 2017 global views ahead of the Q&A session, please take a look at some of our recent research:

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