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