Parker: Uncertainty and Volatility Will Be Larger in 2017

The transcript discusses market trends, the influence of the Federal Reserve, and the impact of economic news on market performance. It highlights the shift in market dynamics post-election, with a focus on index performance and the role of small caps. The discussion also covers the differences in the current reflation cycle compared to past cycles, emphasizing the challenges posed by high PE ratios and unconventional Fed policies.

What factors have influenced the change in views on US equities over the last four years?

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What are the implications of lower earnings growth and higher price-to-earnings ratios on market outlook?

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What role does the Federal Reserve play in influencing share prices according to the discussion?

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In what ways do small caps differ from large caps in terms of tax exposure and market performance?

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How does the current economic environment differ from previous reflationary cycles?

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