Daily Note – Preparing for the new year

New_yearSummary

  • Geo-political stirrings
  • Markets positioning defensively around Fed hike
  • Scope for further Dollar appreciation
  • Support for European risk assets

Good morning,

Lots going on today, as the Kurds visit Istanbul to get the Turks to commit to the fight against ISIS, while Joe Biden heads to Ukraine to annoy the Russians even more and of course the Russians and the Turks are still at each other throats. And that’s just what’s going on over there, the most important region on earth right now.

Meanwhile, the markets are still a little bit confused as to what happens next.

Download a FULL PDF version of the Daily Note:

GlobalMacro360 Daily Note 9th December 2015

Disclaimer

The statements, opinions and analyses presented in the articles, newsletters, and other materials appearing on this website are provided as general information and for educational purposes. Opinions, estimates and probabilities expressed herein constitute the judgment of the author as of the date indicated and are subject to change without notice. Nothing contained in this website is intended to be, nor shall it be construed as, investment advice, nor is it to be relied upon in making any investment or other decision. Prior to making any investment decision, you are advised to consult with your broker, investment advisor or other appropriate tax or financial professional to determine the suitability of any investment. David McWilliams shall not be responsible or have any liability for investment decisions based upon, or the results obtained from, the information provided.



Categories: Daily Note