Along with the Chinese Lunar New Year, new expectations are rising. The
urgency, energy and vibrancy of the desired changing environment will be set in
motion with the Fire Rooster.
If there is something in your nature that do not understand or accept the
Chinese zodiac, I would only like to drag your attention to the
signals of this New Year from another viewpoint and to implement some
signs into the tentative market forecasts.
The comfort provided by complacency and indifference
is a past. The future will be fuelled by a certain ambition and
assertiveness.
And here is a slight
glimpse of what is about to come along with the Fire Rooster.
A distinctive feature of the Rooster
is not be quite and not to care about what is expected or desired. Do you find
any resemblance with the new US President elect? Daring tweets, new Berlin
wall, immigration ban. And meanwhile the Trumponomics is offering fiscal
relaxation and protectionism, which is inflationary and is supposed to reinforce
the US Dollar bulls. Yet it is too much and yet it is too soon to see how this
will enact and how much time it will take to affect. One thing is sure –
markets are at risk caused by the disappointment of Trump trade.
The conflicting elements of fire and
Rooster’s self confidence and ambition could be clearly be read in Brexit
drafts. How hard it will be and how Europe will handle it? Talks will not end
soon, but talks are affecting the markets. Sterling will be extremely vulnerable
and UK assets’ value will be marked down.
Oil market balance is undetermined.
The supply glut is still labelled by some unknowns. And markets are going to
shift the mood into „Wait and see” mode.
The Rooster is going to blaze with the characteristic of alarm clock and is going to brake the silence of
uncertainties related to the banking sector. The optimisms towards the investible
global banks is rising along with the outlook of higher interest rates. The
economic growth is accelerating as policy gears are switching from monetary to
fiscal measures.
I have outlined just some fews, but
within the geomagnetic field of importance. Of course some side effects such as
plummeting of the Mexican peso and Turkish lira , Russia’s escaping the trend
and China’s capital outflow shouldn’t be neglected.
In summary, the year of the Rooster
will bring simultaneously
optimism, movement, changes and turbulence on markets. And new
opportunities on personal level.
Whatever you meet at this year
unfold, I suggest you always to think about the present - how wide it is, how
deep it is and how much might be yours to keep. Transform your fears into
prudence, mistakes into intuition and desire into undertaking. Then the Rooster
will be your booster!
