Comments from a Standard Chartered analyst (via Bloomberg interview)
- Federal Reserve is a bigger risk to global markets than trade
- Fed is approaching finishing its rate-hike cycle
- equity rally in recent days is "80 percent Fed"
- On the USD, strength not to continue into 2019
- Adds that hikes from the ECB and BOJ are "a bigger risk than the market thinks"
- Source of surprise in 2019 could be ECB beginning normalization cycle (positive for the euro)