Reversal or pause for breath?

All economic indicators point to better growth, solid consumption and improved earnings.

Here we explore risks to expectations:

• Failure to repeal Obamacare.
• Oil
• Europe

… And opportunities

Daniel Lacalle is a PhD in Economics, fund manager and author of Life In The Financial Markets, The Energy World Is Flat (Wiley) and Escape from the Central Bank Trap (BEP).