A positive sea change in consumer outlook will help businesses, but a lag in productivity still threatens earnings, Jason Trennert says.
President-elect Donald Trump and signs of faster economic growth in China, the direction of travel is significant. "Without any doubt, the highlight of today's data calendar is going to be the release of the German inflation rate," said DZ Bank strategist Birgit Figge. DZ Bank expects annualized German inflation of 1.4 percent in December.
Kelvin Tay at UBS WM weighs in on the Federal Reserve's potential moves and its impact on the Malaysian ringgit.
David Owen, chief European financial economist at Jefferies, discusses the ECB's quantitative easing program as well as political risk in Europe in 2017.
Tim Harris, CEO at Harris Capital, discusses what to expect from markets in the coming year, adding that the Trump rally looks set to continue.
The president-elect has to work to keep the markets as "happy" as they have been since his election, economist John Silvia says.
The president-elect's proposed policies aimed at stimulating growth may not work as well as analysts think, Gina Sanchez says.
Roger Jones, head of equities at London Capital, suggests investment in non-traditional real estate such as logistical warehouses, given the rise in online retail.
Rathbones Head of Fixed Income Bryn Jones talks about inflation expectations going into 2017.
Investors betting against the market on rate hike expectations could spur a rally if the right conditions arise, one strategist says.
In 2017, U.S. companies will have to consider moving from defensive, risk-averse investments to more risky ones, Charles Kantor says.
Pepijn Bergsen, Europe analyst at the Economist Intelligence Unit, adds that he does not see Europe returning to 2 percent inflation in the near future.
TOKYO, Dec 29- Bank of Japan Governor Haruhiko Kuroda said he expects Japan's economy to enjoy a steady recovery throughout next year as global headwinds die down, according to the Nikkei newspaper, reinforcing market expectations that the central bank will hold off on expanding stimulus in the foreseeable future. But he said brightening prospects for the...
Structurally, is inflation really going to come through under a Donald Trump administration? HSBC Global Economist, James Pomeroy weighs in, with comment on the Fed.
Japan’s economy has plodded along for a while, but Nomura pointed to six potential shake-ups, like more consumers shopping and taking time off.
SEJONG, South Korea, Dec 29- South Korea lowered its growth outlook for next year on Thursday as it saw weaker domestic demand and waning job growth holding back recovery in Asia's fourth-largest economy. An ongoing influence-peddling scandal involving President Park Geun-hye and her close acquaintance, Choi Soon- sil, has seen lawmakers overwhelmingly vote...
SEOUL, Dec 29- South Korea's central bank said on Thursday it plans to keep its monetary policy accommodative next year to support economic recovery and to push inflation to reach the bank's target of 2 percent. In its annual plans for policy direction, the Bank of Korea said it sees the output gap persisting through next year as the economy will lack the momentum...
SEJONG, South Korea, Dec 29- South Korea lowered its growth outlook for next year as it sees weaker domestic demand and waning job growth holding back recovery in Asia's fourth-largest economy. The government is projecting 2.6 percent economic growth in 2017, down from its earlier estimate of 3 percent, and below the Bank of Korea's 2.8 percent forecast, the...
The economic outlook for the president-elect is very different than it was for Ronald Reagan, John Rutledge says.
The market's expectations for the Federal Reserve in 2017 could actually be too low, Mohamed El-Erian tells CNBC.