Can Trump, China Stimulus Fuel Global Reflation Trade?

The transcript discusses economic expectations related to stimulus from Trump and China, highlighting the potential for growth in 2017. It examines cyclical indicators and global economic trends, noting improvements even before Trump's election. The focus shifts to asset allocation, emphasizing manufacturing data and market trends. Investment strategies are explored, with a preference for value stocks and Japanese equities. The discussion concludes with an analysis of financial conditions and the impact of policies like the border tax, suggesting a neutral effect on the US economy.

What factors are mentioned as influencing expectations of economic growth?

How does the speaker view the potential impact of fiscal policy on growth?

What indicators are mentioned as showing improvement in economic activity?

What is the speaker's stance on emerging market exposure in light of recent economic data?

What are the implications of high bond yields and a stronger dollar according to the discussion?