Daily Note – Preparing for the new year


  • 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.

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GlobalMacro360 Daily Note 9th December 2015


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Categories: Daily Note