#TRUMPTRADES
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The U.S. economy has expanded for over 90 months.

That’s an extremely long expansion by historical standards. History is clear on this. Average U.S. economic cycles last 59 months before recession. We are well over 30 months past that.

But all bets are off now in light of the new Trump administration. Big changes are coming. And our analysts have an idea of what will happen next.

At the beginning of every quarter, Hedgeye identifies the top-3 investment themes to augment your investment process.

One of the themes for the first quarter of 2017 is:

#TrumpTrades
While it’s been difficult to ascertain exactly what policies the Trump administration has in store for investors, one thing is for sure – there will most certainly be winners and losers all throughout the global economy.
ASIA
Trump’s trade policy proposals largely favor Japan (via a weakening yen) in lieu of China, which is likely to be targeted with some combination of hawkish trade policy.
RUSSIA
Trump’s affinity with Vladimir Putin favors Russia in lieu of other emerging markets like Turkey, Mexico, Indonesia and South Africa – each of which is vulnerable to further USD tightening.
EUROPE
A weaker euro may make European equities a key place to be on the long side in 2017.
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ABOUT THE HEDGEYE MARKET BRIEF

Once a week, we’ll send you our the top five investment insights from Hedgeye. The insights typically include buy and sell ideas, as well as macro insights that analyze markets and the economy.

WHAT IS HEDGEYE?

Hedgeye Risk Management is an independent investment research and media firm. Focused exclusively on generating and delivering investment ideas in a proven buy-side process, the firm combines quantitative, bottom-up and macro analysis with an emphasis on timing. The Hedgeye team features some of the most highly-regarded research analysts on Wall Street, all with buy-side experience, covering Macro, Financials, Energy, Healthcare, Retail, Gaming, Lodging & Leisure (GLL), Restaurants, Industrials, Consumer Staples, Internet & Media, Housing, Materials, Technology, Demography and Washington policy analysis. Learn more about the World of Hedgeye .