Each year in December, we release an assessment of our trend expectations presented last January. This time, we end up with a final score of 27 out of 36, meaning a 75% success, exactly the same percentage as in 2016.
Dollar – End of the exceptional status: 1
« As we saw two months ago, and contrary to what the markets anticipated at the announcement of D. Trump’s election, we maintain that the policy intended by the new president will rather favour a low dollar. Those who bet on an upward dollar will lose money: Trump is relying on re-industrialisation, taxes, protectionism and inflation rather than attracting foreign capitals. Therefore, it’s a lower dollar that he actually needs. Also, he will have the chance to place certain persons in the Fed as soon as he seizes power, something he will most gladly do. »
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