Macro Briefing: 19 December 2017

Trump unveils national security strategy focusing on America First: The Hill
House set to roll out huge $81 billion disaster relief bill: Politico
Homebuilder sentiment in the US rises to 18-year high in Dec: Bloomberg
Inflation expectations rise at Japanese companies: RTT
CalPERS raises bond allocation to 28% from 20%: Reuters
Minneapolis Fed President voted against rate hike due to low inflation: Reuters
Morgan Stanley: low market vol “is reflective of the fundamentals”: MarketWatch
2-year Treasury yield above S&P 500 div yield for first time in a decade: Schwab