2017 Outlook for North America Industrials

The video discusses the economic performance of 2017, highlighting the disappointing growth and expectations for modest improvement in the following year. It examines the impact of Trump's policies on the stock market and industrial sectors, noting the disparity in performance among different industries. The video also explores potential risks and opportunities for the industrial sector, including geopolitical risks and the importance of the US construction market.

What differences were noted between cyclical and stable industrial companies in terms of performance?

What are the potential risks facing the industrial sector as mentioned in the text?