The post-election Trump rally has looked unstoppable, even in the face of a Federal Reserve interest rate hike, but that could soon change as the consequences of volatile moves in other assets classes — currencies, commodities, and bonds — take their toll on the economy. To simplify just a bit, investors need to worry about two main things heading into 2017: The risk of disinflation and the surging strength of the U.S. dollar.
http://www.thefiscaltimes.com/Columns/2016/12/19/Two-Things-Investors-Must-Worry-About-Heading-2017