In our previous discussions, "Biggest risks threatening global economy heading into 2016", available at http://www.econotimes.com/Biggest-risks-threatening-global-economy-heading-into-2016-134754# , we listed chain reactions of lower oil price and bad debt in emerging markets as two of the biggest risks threatening global economy. However, there are several other macro themes, which could move market in 2016 and beyond.
US election
US election may not be a major market mover for 2016, since the election is going to be held pretty late, on November 8th, Tuesday. However it is likely to keep influencing market throughout the year and next year might have greater implications. Convention timelines are - July 18-21 Republican national convention, July 25-28 Democrat national convention, August 4-7 Green national convention. Though the campaign is already underway, we have not covered it much in 2015 but will be covering it in greater detail this year.
Middle East tensions
Tensions in Middle East started mainly four/five years ago, over a relatively smaller country Syria. Western powers and Sunni Muslim countries want incumbent president Bashar Al Assad to move from power, while Russia and Shite Iran want him to stay. Syrian tensions ignited greater crisis across Middle East and world as Islamic State came into prominence, OPEC cartel became dysfunctional, Russia joined bombing in Syria, Yemen fighting, Israeli-Palestinian fight escalated and today Saudi Arabia cut off diplomatic ties with Iran after attack on Embassy. We expect this Middle East crisis unlikely to abte but escalate in 2016.
Who will follow FED
Undoubtedly Bank of England (BOE) is likely to be the candidate but key question is when. When will BOE policymakers would feel comfortable to hike rates? - Answer to this question will be key influencer for pound based pairs, gilts and FTSE 100.


Iran’s AI memes are reaching people who don’t follow the news – and winning the propaganda war
This fuel crisis could last for a while. It’s time for a new approach to fuel use - end it
Want to cut your energy bills? Here’s how five experts are doing it
NVIDIA Acquisition Rumors Dismissed by Morgan Stanley as Strategically Flawed
Why the future of marijuana legalization remains hazy despite high public support
Morgan Stanley Warns Against Overestimating EV Demand Boost from Rising Oil Prices
Strait of Hormuz: why even neutral and distant countries like Switzerland can’t escape the fallout
Crypto tolls in the Strait of Hormuz shows why bitcoin thrives in times of crisis
Energy Price Spike Won't Trigger Lasting Inflation, Analysts Say 



