More talk on trade deficits
A guy you will want to know about this year is Brad Setser. He's a senior fellow at the US Council on Foreign Relations and specializes in capital flows, especially trade/fiscal imbalances. That's going to be a hot topic this year.
Check out his latest articles here.
Two big points of emphasis are that the tax cuts may benefit all go abroad and that the US trade deficit is a growing problem for the dollar.
It's wonkish but it's a slow day and the best thing you could do is take some time to read and try to understand what he's saying. It's a chance to get ahead of the curve in something that's going to be beaten to death in 2018.
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