Davos—Looking Down from the Mountain Tops Where is the Consensus? Views on 2017 Diverging Trends: On Optimism and Rates Trump and the TPP Bond Markets: Lessons from the US Trump: The Economics The Economy That The 45th US President Will Inherit US Election: Summary of Key Policies and the Impact on Portfolios Inflation: a large one-off rise on the way Another Stimulative Week For UK Policy What is the State of the British Economy?