Second Half of 2017: Reflation Rally Returns

By Court Hoover, JAForlines Global The first half of 2017 surprised investors who expected the “Trump reflation rally” to drive interest rates higher and US equity market outperformance. This thesis quickly crumbled, along with hopes for a speedy implementation of the Trump administration’s policy agenda, causing interest rates to reverse course and foreign equities to outperform.…Click to read more at ETFtrends.com.