Transcript
The major macro themes of interest are:
i. the beginning and pace of the tightening cycle in the US.
ii. the expansion of ECB's balance sheet and reflation of Euro area.
iii. the Bank of Japan's QE.
iv. Chinese Growth
v. Greek –EU tensions / Austerity measures EU
vi. Saudi Arabia vs. shale oil producers – Oil Prices
vi. Ukraine Crisis
vii. Russian Economic Crisis – Emerging Markets
viii. UK’s 2015 General Elections
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