In this edition we highlight:
- Market events in five key areas – Europe, the UK, the US, China, and the dollar – that will shape the investment climate in the first quarter next year.
- Continued weakness in Emerging Market currencies, with a backdrop of rising Developed Market interest rates, a strong dollar, weak global growth, and an unpredictable political landscape.
- Masashi Murata also offers an overview of Emerging Market countries.
- Currency Forecasts, 2017 Key Global Political Events, and the composition of a different Fed in the near future.