2018 & tipping points
EU Forecast , via research has
identified 13 potential tipping points in 2018.
We have a cross section of macro and micro
themes which are tied together by the belief
that unexpected developments could lead to an
abrupt change of circumstances.
From a macro perspective, 2018 is a
crucial year as we’re likely to see the effect
of diminishing technicals in the fixed income
market for the first time in seven years. Every
year since 2010 we’ve seen G3 (US, Europe and
Japan) central bank purchases of government
bonds increase relative to net issuance.
However
this will start to reverse as quantitative easing
is substantially reduced, with the Fed and ECB
leading the way.
EU Forecast
euf:b18:15/nws-01