Trump Trade: JPMorgan's 2017 Equities Outlook

The video discusses the economic outlook as we enter a new year, highlighting structural challenges and potential reforms. It covers investment strategies, market trends, and the impact of political changes, particularly under the Trump administration. The discussion includes insights on earnings growth, economic indicators, and sector analysis, focusing on financials, commodities, and healthcare as key areas of opportunity.

What are the potential risks associated with the new administration's policies?

What are the expectations regarding the commodity cycle as discussed in the text?

How does the speaker perceive the developments in the healthcare sector?