The Basic Macro Conditions: 2016-2017

Although there are many predictions and potential events associated with the assessments of the basic macro conditions, the major long term predictions in 2016-2017: Long USD/CNH, and the trade-weighted dollar index goes higher as of February 2, 2016. 

Below, we have compiled the basic macro conditions that we think are likely to happen¬†in 2016-2017. It can be accessed in PDF here with clearer images: Presentation. We have made some predictions in the research with no specific targets. We are likely to work under the macro conditions created going forward, and dig deeper into different and smaller themes, such as China’s slowdown/Yuan devaluation and potential sovereign defaults, etc.

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