In our first networking event on 16 Jan 2020, we highlighted these Top 8 Macro Themes for 2020.
![](https://trackrecordasia.com/wp-content/uploads/2020/01/7.png)
Cheap money from ultra-easy monetary Central Bank policies are driving asset prices higher and will continue to do so.
![](https://trackrecordasia.com/wp-content/uploads/2020/01/8.png)
As the US Presidential Elections draw near, market will get increasingly nervous if Elizabeth Warren continue to make headway in the polls.
![](https://trackrecordasia.com/wp-content/uploads/2020/01/9.png)
E-payments data analysis allows China to use monetary and fiscal policy tools to target specific segments of the economy that is faltering.
![](https://trackrecordasia.com/wp-content/uploads/2020/01/10.png)
As China has agreed to stop manipulating the RMB, a likely scenario is for them to recycle their current account surplus not into USTs but into currencies of producer countries (e.g. South Korea) who compete with them.
![](https://trackrecordasia.com/wp-content/uploads/2020/01/11.png)
Big tech firms continue to change the way we live and become better at monetising the data they are collecting from their users.
![](https://trackrecordasia.com/wp-content/uploads/2020/01/12.png)
5G is not just about internet speed. It’s about enabling large-scale data collection from Internet of Things (IoTs).
![](https://trackrecordasia.com/wp-content/uploads/2020/01/13.png)
Trading Algorithms are still controlled by humans and as machine-learning algorithms use historical data, human biases in price action will still be evident.
![](https://trackrecordasia.com/wp-content/uploads/2020/01/14.png)
Social Media is creating an increasingly polarised world. You may never see the point of view which you disagree with.