We’re kicking off the new year by discussing a couple of broad investment themes that could play out during the first half of 2018. Steve Smith joins Brian Giuliano to discuss a range of economic and political conditions in Europe and the U.S, and how these factors could affect monetary policymaking. Listen in to find out whether we think the European Central Bank (ECB) will move to start cutting its stimulus program earlier than previously suggested, and whether reflation is in the cards for the U.S. economy.