U.S.: Risk Appetite or Bulimia?

4/6/2017 - Infographic and chart
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​U.S. equity prices soared, as investors expected rapid expansion, financial deregulation and a massive fiscal stimulus, pushing valuations and risk-appetite to danger zones. The reality check and subsequent price correction may come earlier than later as policy-related risks add up and the potential for disappointment grows. We expect a timid +2.3% for U.S. GDP growth in 2017


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