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Garnry: Here's the one big theme that will rule stock markets in 2016

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December 02, 2015 2016, australia, bank, banking, banks, canada, china, commodities, consumer goods, divergence, ecb, emerging markets, equities, eur, euro, european central bank, eurusd, exporters, federal reserve, financials, fixed income, investor, investors, japan, latin america, macro, monetary policy, outlook, peter garnry, qe, rate hike, saxo, saxo bank, saxo bank saxo tv, saxo bank tradingfloor.com, saxo tv, saxo tv saxo bank, saxo tv trading floor, saxo tv tradingfloor.com, saxobank.com, saxotrader, saxotradergo, saxotv, south korea, stock, stock markets, stocks, taiwan, tech, theme, trader, trading, trading strategy, tradingfloor, tradingfloor.com, tradingfloor.com insights, tradingfloor.com saxo tv, us dollar, us fed, us federal reserve, usd
One big theme looks set to dominate in 2016 and that's divergence. Saxo Bank's Peter Garnry looks at how this will impact stocks and markets around the world.

Divergence in monetary policy from the European Central Bank and the US Federal Reserve is set to influence stocks on both sides of the Atlantic, according to Garnry. The commodity crunch will continue to be a source of divergence in emerging markets. And for one single country, internal divergence could reach a crucial tipping point.

If you are interested in more about how equity and bond investors could approach 2016, check out our recent webinar with Garnry and Saxo Bank's Simon Fasdal, which you will find here:https://www.tradingfloor.com/topics/saxo-webinars