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 has been the primary driver of Canadian equities' performance?

• Increased consumer spending

• Rising oil prices

• Decreasing interest rates

• Government subsidies

What is the expected impact of US fiscal policies on the stock market?

• No impact on the market

• Potential for a stronger rally

• Stagnation in market growth

• Decrease in stock prices

Which sector is likely to benefit from the repatriation of foreign profits?

• Healthcare

• Technology

• Utilities

• Real Estate

What is a potential risk to the investment environment in 2017?

• Increased government spending

• Stable interest rates

• Decreasing inflation

• Fed's tightening path

Where on the yield curve is there potential for a surprise in 2017?

• Short end

• Middle

• Long end

• No potential for surprise