Twelve in 2012: What Politics Can Mean for Markets in the Year Ahead
2011 has been extraordinary in a number of respects, including the influence of politics on financial markets. In “Twelve in 2012: What Politics Can Mean for Markets in the Year Ahead,” Rebecca Patterson, Chief Markets Strategist, describes several reasons why politics could play an even bigger role in the markets in the year ahead.
Twelve in 2012: What Politics Can Mean for Markets in the Year Ahead (pdf)
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Key points
- The coming 12 months will see more than a dozen key elections around the world, in countries representing nearly 50% of global GDP.
- With global growth relatively fragile, politics and potential policy shifts will likely get heightened market attention.
- Politics matters not just for respective countries’ markets but in some cases, for global financial trends.
- Key politically related market risks we’d highlight into next year include: (1) potentially higher oil prices tied to supply worries; (2) Asian market volatility tied to regional geopolitics; and (3) unexpected shifts in Euro area politics impacting regional markets as well as global sentiment.
Questions
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