bnp paribas fortis | economic outlook 2017
TRANSCRIPT
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ECONOMIC AND INVESTMENT OUTLOOK 2017
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01/12/2016
ECONOMIC AND INVESTMENT OUTLOOK 2017
Economic Outlook 2
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01/12/2016 Economic Outlook 3
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REAGANOMICS VERSUS TRUMPONOMICS
01/12/2016
Economic Outlook 4
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DONALD
01/12/2016
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Economic Outlook 5
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DONALD
01/12/2016 Economic Outlook 6
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DONALD
01/12/2016 Economic Outlook 7
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POLITICAL UNCERTAINTY IN EUROPE
01/12/2016 Economic Outlook 8
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GLOBALIZATION WAVES
01/12/2016 Economic Outlook 9
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CONFLICT IS A SIGN OF THE TIMES
01/12/2016 Economic Outlook 10
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STRANGE MARKET MOVES AND TRUMP RALLY
01/12/2016 Economic Outlook 11
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GOVERNMENT RATES
01/12/2016 Economic Outlook 12
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EXPENSIVE (US) MARKETS
01/12/2016 Economic Outlook 13
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A STRONGER USD?
01/12/2016 Economic Outlook 14
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WHERE TO INVEST IN A DOW(NALD) JONES MARKET?
01/12/2016 Economic Outlook 15
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WHERE TO INVEST EXPECTED BOND YIELD INCREASE?
01/12/2016 Economic Outlook 16
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01/12/2016 Economic Outlook 17
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WHERE WILL RATES GO?
01/12/2016 Economic Outlook 18
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01/12/2016 Economic Outlook 19
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ANOTHER FOOTBALL FIELD PLEASE…
01/12/2016 Economic Outlook 20
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01/12/2016 Economic Outlook 21
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THE LIFE CYCLE HYPOTHESIS IN PRACTICE
01/12/2016 Economic Outlook 22
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DISSAVERS INCREASING IN EU & US
01/12/2016 Economic Outlook 23
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01/12/2016 Economic Outlook 24
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WHAT ABOUT BELGIUM?
01/12/2016
Economic Outlook 25
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ARE WE TURNING JAPANESE?
01/12/2016 Economic Outlook 26
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EXTENDING CAREERS WILL POSTPONE DISSAVING
01/12/2016 Economic Outlook 27
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BELGIUM: BAD STARTING POINT, SLOW STARTER
01/12/2016 Economic Outlook 28
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WHAT ABOUT BELGIAN RATES?
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WHERE TO INVEST IN BELGIAN MARKET?
01/12/2016 Economic Outlook 30
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WHERE TO INVEST IN BELGIAN ASSETS ONLY?
01/12/2016 Economic Outlook 31
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01/12/2016 Economic Outlook 32
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REAL ESTATE MARKET: EXPLODING…
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…BUT LIMITED SUPPLY SERVES AS FLOOR
01/12/2016 Economic Outlook 34
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... CREDIT GROWS
01/12/2016 Economic Outlook 35
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DOMESTIC BANKS KEEP RUNNING HOT
01/12/2016 Economic Outlook 36
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CHINA: A SUSTAINABLE GROWTH PATH?
01/12/2016 Economic Outlook 37
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MAYBE, BUT IMBALANCES INCREASE
01/12/2016 Economic Outlook 38
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01/12/2016
TIME TO BUY (THE NEW) CHINA?
Economic Outlook 39
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CHINA, GOOD NEWS AND THE YUAN
01/12/2016 Economic Outlook 40
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OLD VERSUS NEW CHINA
01/12/2016 Economic Outlook 41
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01/12/2016
COMMODITY TIME?
Economic Outlook 42
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TOWARDS MARKET EQUILIBRIUM?
01/12/2016 Economic Outlook 43
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GOLD PLAYS ITS ROLE
01/12/2016 Economic Outlook 44
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WHERE TO INVEST IN EMERGING ASSETS ONLY?
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01/12/2016 Economic Outlook 46
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BLACK SWANS FOR 201
01/12/2016 Economic Outlook 47
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CONCLUSIONS
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OUR OUTLOOK
01/12/2016 Economic Outlook 49
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WHERE TO INVEST IN 2017
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THANK YOU ASK QUESTIONS GET ANSWERS
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01/12/2016
01/12/2016
KOEN DE LEUS
Chief Economist
02/312.78.38
Twitter @KoenDeLeus
PHILIPPE GIJSELS
Chief Strategy Officer
02/565.16.37
Twitter @pgijsels
https://blogs.bnpparibasfortis.com/PhilippeGijsels
ECONOMIC AND INVESTMENT OUTLOOK 2017 #BNPPFoutlook
Economic Outlook 52
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01/12/2016 Economic Outlook 53
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DISCLAIMER
01/12/2016 Economic Outlook 54