Equities: Driven by Trump or Macroeconomics?

Equities: Driven by Trump or Macroeconomics?

By Erik Norland, Senior Economist, CME Group

Highlights: 

  • Equities propelled by strong post-election sector rotation
  • Financial, energy, industrial sectors among best performers
  • Equities outlook tied to rates, U.S. dollar, commodity trends
  • Any equities sell-off could diminish Fed rate-hike expectations