US market is relatively stable compared with Europe and Asia.
- Low interest rate
- Low umemployment rate
- Stable GDP growth
- currency value appreciation
European banking and financials: hit hard and high level of uncertainty, however the
US banking: Wells Fargo with main business in US should be a good choice
Airline: hit hard. AAL US was down more than 10%, DAL down 8%. But the stronger dollar could lead to more traffic volumn of tourists into Europe.
Inflation will be driven higher.
Populism is trending now. Consecus of elites are losing the appeal.