Although Source analysts Andras Vig and Paul Jackson are “reassessing their enthusiasm towards the Trump administration” amid political risks in Europe that are ever present, the analysts remain positive on certain stock categories as they think the US might only see one more rate hike in 2017.

Trump rally may have lost steam, but one more rate hike is possible
In their quarterly update, “Fading the ‘Trump rally,’” Vig and Jackson note that, while the Trump rally may have “lost some steam” – the report was written before Thursday’s near 20 point advance in the S&P 500 – the US markets did...

