- Page 1 and 2: Deutsche Bank The First 100 Days Gl
- Page 3 and 4: The First 100 Days I. Globalization
- Page 5: Globalization Pushback & Market Reg
- Page 9 and 10: 2016 Global Market Performance Glob
- Page 11 and 12: 2016: Another Record-Breaking Year
- Page 13 and 14: Key Market Themes for 2017 Politics
- Page 15 and 16: Global Market Outlook for 2017 US R
- Page 17 and 18: Deutsche Bank I. Globalization Head
- Page 19 and 20: 1. Weak Post GFC Recovery Global GD
- Page 21 and 22: 3. Cross-Border Lending & Spending
- Page 23 and 24: 5. Climate Change Population (bn) 8
- Page 25 and 26: 1/4/2017 7. Rising Global Debt Debt
- Page 27 and 28: 9. Brexit’s Long Road GBP / USD 1
- Page 29 and 30: Deutsche Bank II. Power & Process
- Page 31 and 32: 11. Domestic Policy Team Cabinet: P
- Page 33 and 34: 13. Economic Policy Team Cabinet-le
- Page 35 and 36: 15. Congress & the Agenda Key Polic
- Page 37 and 38: 1/4/2017 17. Democrats’ Diminishi
- Page 39 and 40: 1/4/2017 19. Channeling Populism 20
- Page 41 and 42: Deutsche Bank III. Policy Prioritie
- Page 43 and 44: 1/4/2017 21. Legislative Priorities
- Page 45 and 46: 23. ObamaCare Repeal & Replace % of
- Page 47 and 48: 1/4/2017 25. Infrastructure Spendin
- Page 49 and 50: 1/4/2017 27. Tough on Trade 40% 30%
- Page 51 and 52: 1/4/2017 29. US Energy Independence
- Page 53 and 54: Deutsche Bank IV. Comprehensive US
- Page 55 and 56: 31. Backdrop: Dysfunction Junction
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33. The Path 2 Budget Reconciliatio
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35. The Math Non-Gov’t Scoring of
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37. Border-Adjusted Taxes G7 Tax Sy
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38. Corporate Tax Reform (Cont’d)
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40. Individual Tax Reform Comprehen
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Deutsche Bank V. 2017 Outlook & Imp
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1/4/2017 41. Make Growth Great Agai
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43. Market Regime Change End of the
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45. Equity Earnings Revival 20% 15%
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47. Rates Paradigm Shift Post Elect
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BRL RUB ZAR COP CLP IDR PEN TWD ILS
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50. Supply-Driven Oil Market OPEC G
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The Year the Music Died “I don’
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The Written Word “It’s always e
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Legends of Sport “Only a man who
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DB Forecasts GDP Growth (%) 2017 20
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DB Forecasts US Treasury Rates Rate
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Deutsche Bank Appendix B: 2017 Forw
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February Key Events • Feb 2: BoE
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April Key Events • Apr 3: US NCAA
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June Key Events • Jun 2: US month
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August Key Events • Aug 3: BoE Mo
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October Key Events • Oct 1: US 20
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December Key Events • Dec 5: Euro
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President Obama’s Executive Order
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President Obama’s Executive Order
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President Obama’s Executive Order
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President Obama’s Executive Order
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Disclaimer The information herein i
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Reader’s Notes Deutsche Bank 114