How will markets perform in 2019 after a tumultuous 2018? We outline key themes to watch as the likely lag effects of policy changes hit home
- Will lag effects of interest rate hikes, trade war with China show up in 2019?
- Oil market overwhelmed by rising supply; U.S. shale producers keep pumping
- Could equities volatility escalate in 2019 as bond yields rise amid growing budget deficit?
- FX markets could be driven by country-specific issues from UK to Brazil to China