Surveillance: Small-Caps and Financials to Outperform in 2017
December 27, 201631m 45s
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Show Notes
Michael Holland, chairman and founder of Holland & Co., says markets are pricing in stronger growth and discusses why financials are up going into 2017. Neil Dutta, Renaissance Macro Research's head of U.S. economics, says the tax code needs an overhaul. Finally, Jonathan Golub, RBC Capital Markets' chief U.S. market strategist, says inflation is coming naturally from the unemployment rate being under 5 percent.
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