Cochinos: Markets See 2017 as Radically Different

The video discusses the strength of the dollar and market trends in 2017, focusing on curve steepening and rates differential. It explores the impact of reflation trade and economic expectations, highlighting global uncertainty and capital flow trends. The influence of the Trump administration on global financial systems is also examined, with a focus on potential changes in growth and inflation dynamics.

In what ways might the uncertainty in Europe impact global capital flows?

What role does the Trump administration play in the current financial system as per the text?