Global environment:
Big events:
Cycles:
GDP:
Interest Rate:
Inflation:
Population:
Equity: Global equity has been increasing in the last 12 months. The main driver which I attributed to inflow of oil money from middle east investors. As the oil price declining, the money inflow from middle east would slow down, and the equity market may face corrections. So I guess we are at the peak of equity market for this 12 months.
Fixed income: As Fed's interest rate hike may hit the end, fixed income price would approaching the bottom. However, we don't know when Fed may cut the rate. So fixed income price would stay bottom for a while before it pick up again.
FX: USD has been quite strong in last 2 yrs due to interest rate hike by Fed. As we approaching the end of interesting hiking cycle.
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