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Four takes on Trump 

 
After a political upset that sent shockwaves far beyond the US, the world is now coming to terms with the reality of a Trump presidency. To gauge the impact on the global economy, we present four perspectives from around the world.
  • Tough-Talking Trump Has Asia on Edge During his campaign, Trump took a restrictive trade stance that could hurt export-reliant countries in Asia—particularly China. But with continued rebalancing and a regional focus, Stefan Scheurer says China's influence in Asia could grow even bigger.
  • Will Europe Feel the Force of 'Trumponomics'? During his campaign, Trump took a restrictive trade stance that could hurt export-reliant countries in Asia—particularly China. But with continued rebalancing and a regional focus, Stefan Scheurer says China's influence in Asia could grow even bigger.
  • Time to Pay Attention to 'Trumpflation' With a growing likelihood that Trump's fiscal policies will be inflationary, this could translate into a faster Fed tightening cycle says Greg Meier. So will President Trump find it easier to bring back inflation rather than factory jobs?
  • Two Sectors to Watch if Trump Opens Taps Trump's military-spending plans could help US defense contractors as well as European firms with a US presence, according to Kerstin Landau and Daniele Patti. And his infrastructure ideas could lift material suppliers and contracting companies in 2018.
The material contains the current opinions of the author, which are subject to change without notice. Statements concerning financial market trends are based on current market conditions, which will fluctuate. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities. Forecasts and estimates have certain inherent limitations, and are not intended to be relied upon as advice or interpreted as a recommendation.



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