In the first of a special four-part series for the New Year, we examine the key regions of the world, bringing together a group of experts to discuss the issues that matter for investors. Part one focuses on America and features David Rosenberg on the US economy and Jason Trennert on the impact of fiscal policy, while Lacy Hunt talks bonds and Barry Bannister looks at the US equity market. The View Ahead series continues over the coming days with specials on Asia, Europe and the emerging markets. David is the writer of the economic report, Breakfast with Dave: http://research.gluskinsheff.com