global macro edge 01 03 2015
TRANSCRIPT
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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. China - Potential Easing Monetary Policy
v. Greek –EU tensions / Austerity measures EU
vi. Oil Prices
vi. Ukraine Crisis
vii. Russian Economic Crisis – Emerging Markets
viii. UK’s 2015 General Elections
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Fed’s Dudley: Markets May Force a More Aggressive Rate Hike Cycle
Fed's Fischer: 'It's about time' for rate hike
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