Global Equity & Income

Trade balance data expected to show German surplus and British deficit. For the eurozone, unemployment and industrial production numbers are expected.
For Americans, foreign stocks have suddenly become much cheaper.
Indonesia posted the second-strongest stock gains in Asia last year, but comes into the next with religious tension.
M&A activity should perk up substantially in the small and mid-cap space this year.
When the dollar rises, the EEM ETF tends to fall, and vice versa.
When the dollar rises, the EEM ETF tends to fall, and vice versa.
The high-profile departure signals increased tension regarding Brexit.
China is cracking down on how its citizens spend the $50,000 that they are allowed to transfer overseas each year. Whether that will work is highly in doubt.
The Nikkei 225 closed with a gain for 2016, making a run of five consecutive higher year-end closes -- the first since the 1990 bubble.
Bonds are a bargain right now, but be prepared to hang in through the volatile times ahead.

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