Given the political cycle and strong differences on both sides of the aisle in Washington, we do not anticipate any material tax law changes over the near term that would prompt material overseas cash repatriation, whether in the form of a 2004-style Homeland Investment Act of more fundamental long-term tax reform.

FORBES: U.S. Companies Stashing More Cash Abroad As Stockpiles Hit Record $1.45T

Credit cards that give cash back prompt consumers to spend more and accrue more debt, according to researchers at the Federal Reserve Bank of Chicago.

WSJ: It's Easier to Return Those Unwanted Gifts

Any of these might prompt Western investors to repatriate their cash.

FORBES: The Next Bubble?