El Erian - Trump Rally

Balanced, though maybe mis-titled article by Mohamed El Erian on what is realistically possible with the economy in the Trump administration. His last paragraph is particularly poignant and should serve as a warning to those corporations contemplating more "financial engineering" with repatriated funds. Our viewpoint is that this isn't the real "Trump rally", just a foreshadow. The real rally would come with a declining Dollar, and be contingent on 1) the administration's follow-thru, and 2) Economic stability in Eurozone and Japan, neither of which are given's.