Forget about bull or bear markets, or about stock picking. 2017 could be the Year of Sector Risk as Trump policies benefit some businesses more than others.
Bluford “Blu” Putnam has served as Managing Director and Chief Economist of CME Group since May 2011. With more than 35 years of experience in the financial services industry and concentrations in central banking, investment research, and portfolio management, Blu serves as CME Group’s spokesperson on global economic conditions.
View more reports from Blu Putnam, Managing Director and Chief Economist of CME Group.
Our senior economist Erik Norland lays out the reasons in his article "Equities: Driven by Trump or Macroeconomics".
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