'Canada Will Outperform U.S. for Second Year'

The video discusses the potential economic impact of Trump's policies, highlighting possible GDP growth through infrastructure spending and tax reforms. It addresses market sentiment, noting short-term risks and a potential pullback. Projections for the S&P 500 and TSX suggest mid-single-digit returns, with oil prices possibly rising to $70 per barrel due to OPEC's actions. The Canadian market is expected to outperform the US, driven by higher oil prices and stronger energy earnings.

What is one of the potential benefits of Trump's policies according to Ryan Lewenza?

• Increased government spending on healthcare

• Higher consumer taxes

• Boost in economic momentum from infrastructure spending

• Reduction in international trade

What is a short-term market expectation mentioned in the discussion?

• Immediate aggressive tightening by central banks

• A short-term pullback due to high market prices

• A rapid increase in consumer spending

• A significant market crash

What is the baseline oil price prediction for the year?

• $70 per barrel

• $80 per barrel

• $60 per barrel

• $50 per barrel

What is a key factor that could influence oil prices according to the discussion?

• New environmental regulations

• A decrease in global oil demand

• OPEC's commitment to production cuts

• Increased production by non-OPEC countries

How is the Canadian market expected to perform compared to the US market?

• Underperform due to higher interest rates

• Perform similarly due to stable economic conditions

• Underperform due to lower oil prices

• Outperform due to stronger energy earnings