2017: when politics overshadows central banks

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2016 was a year of transition, when banks stopped being the only game in town and politics had a stronger impact. In 2017, geopolitics and fiscal stimulus could lead, with central banks lagging. In our 2017 preview, we cover the main countries and regions: the US with Trump's uncertainty, Europe's election year, the UK, when Brexit becomes more real and more. The Canadian dollar could be on the back foot while the antipodeans could enjoy relative stability. Despite all these predictions, expect the unexpected in 2017: a lot of unknown unknowns could surface.

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