Daily Kickstart (Welcome Back Japan Edition)

Markets have been rallying quite strongly on this notion of fiscal hope but, as we move into the reality of 2017 and what a Trump presidency will actually look like, there is some risk of fiscal disappointment. Any disappointment at this point could be a source of downside risk for markets from here, so we’re incrementally being a bit more cautious. That's from Paul Eitelman, a strategist at Russell Investments who spoke to Bloomberg early this morning and it seemed like an appropriate way t