Global macro themes for 2016

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 Economic Status

v. QE programs Supply issues

v. Greek –EU tensions

vi. Oil Prices

vii. Russian - Turkey Crisis

viii. Middle Eastern Tensions

ix. UK’s Brexit?

x. Eurozone’s Migrant Crisis

xi. Emerging Markets Turmoil

xii. US Elections 2016

The major macro themes of interest are:

i. the 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 Economic Status

v. Emerging Markets Economic Status

vi. Global Deflationary Forces – Commodities (Oil)

v. Greek –EU tensions

vi. QE program Supply Issues

vii. Russian - Turkish Crisis

viii. Middle Eastern Tensions

ix. UK’s Brexit?

x. Eurozone’s Migrant Crisis

xi. Saudi Arabia’s Government Balance

xii. US Elections 2016