Global themes on one page for February 2016



The global themes have changed radically in the last month. At the beginning of January, the market was thinking about four moves from the Fed in 2016, higher growth, and global monetary divergence. Now, the markets have growing fear of a recession albeit about 20%, a Fed that may be done in 2016, and monetary convergence as all central banks become QE-followers. The most likely reality for 2016 will be somewhere in between these extremes, but the fear of deflation, recessions, and adverse credit and capital flow is real and points to a more volatile year. We think the RO/RO environment seen between QE transition periods is a a good starting point for any strategy discussion.

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Three big picture trading themes to watch

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Global macro themes for March on one page

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Vanessa Angel Dikabarkan Hamil, Sang Ayah Enggan Berkomentar

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See detail Belum lama menikah dengan Febri Ardiansyah, artis Vanessa Angel dikabarkan sudah berbadan dua. Sang ayah, Doddy Sudrajat enggan berkomentar tentang hal tersebut. “Saya nggak mau komentar soal kehamilan. Itu kan masalah pribadi. Tanya saja sama Vanessa secara langsung,” kata Doddy saat ditemui baru-baru ini. Doddy mengaku tidak melihat ada tanda-tanda kehamilan pada Vanessa. Dia juga tidak melihat perubahan pada sang putri. “Pas hari Sabtu (saat Vanessa Angel menikah dengan Bibi, Red) nggak terlihat perut Vanessa besar seperti orang hamil,” akunya. Doddy mengatakan, ia bersedia menikahkan Bibi dengan Vanessa Angel setelah menantunya itu datang secara baik-baik ke rumah. Doddy juga melihat keseriusan Bibi kepada Vanessa. Ketika disinggung soal resepsi pernikahan, Doddy enggan memberikan bocoran. Padahal sebelumnya sempat beredar kabar bahwa Vanessa Angel dan Febri Ardiansyah akan menggelar resepsi pernikahan di Bali akhir bulan ini. “Resepsinya ada, tapi nggak tahu waktu dan t
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