This makes for an interesting reading:
Continuing almost two decades of tradition, our experts have made 10 Outrageous Predictions for the year ahead. Their consensus-smashing forecasts would send shockwaves through the markets, if they come to pass. So will they prove pure fantasy or visions of reality?
Chips go cold in AI winter
Diminishing returns on chip applications sees the SOX Index of semiconductor stocks collapse 50%.
Stagflation rewards value over growth
The iShares MSCCI World Value Factor ETF outperforms the FANGs by 25%.
ECB folds and hikes rates
European banks make a comeback as the EuroStoxx bank index rises 30%.
In energy, green is not the new black
The green revolution gets a reality-check as dirty energy starts to pay once again.
South Africa gets electrocuted by ESKOM debt
USDZAR rises from 15 to 20 as world cuts credit lines to the rainbow nation.
Trump announces America First Tax
A 25% tax on all foreign-derived revenue scrambles supply lines and pushes inflation higher.
Sweden breaks bad
Sweden’s pragmatic attitude shift leads to a massive increase in fiscal spending that drives up the SEK.
Continue reading here.
Via Ritesh Jain, World Out Of Whack
