The paper should make a prediction about some policy area over a 2-3 year time frame and describe what impact that policy outlook would have on financial markets

The paper should make a prediction about some policy area over a 2-3 year time frame and describe what impact that policy outlook would have on financial markets.

Here are some examples of possible topics. You can pick one you think you would write best.

 Predict how the Fed will continue to exit from its unorthodox polices (zero interest rate, expanded balance sheet from QE). Make the case that the Fed’s unorthodox policies have or have not distorted markets as you predict what market impact the exit from these policies will have, on the US, other developed, and emerging markets (or a subset of those markets).
 What is the outlook for more US fiscal confrontations between Congress and the Administration (debt ceiling fights, government shutdowns) over the next few years? How might financial markets react?
 What is the outlook for tax reform, and what consequences would it have for the economy and markets?
 Outline scenarios on how long-term US budget deficits related to an aging population will be addressed, and how markets will react (and how markets might prod Washington to act).
 How will the “secular stagnation” argument influence US macro policy, with what consequences for the investment outlook?
 What steps are likely to be taken to address income inequality in the US (or the country of your choice), with what market consequences?
 Will any country leave the euro in the next 5 years, and what would be the financial consequences if one did?
 Possible China-related topics:
 More narrowly, what will China’s currency policy be over the next year, and what impact will that have on the financial markets of China, other emerging markets, and developed markets?
 Does China face a serious risk of prolonged deflation? If so what kinds of policy responses are likely, and how will markets react?
 Taking an outlook over the next 5 years or so, describe the likely evolution of a major geopolitical issue (e.g., Russia’s relations with the West, the Middle East, China-Japan relations). How are markets likely to be affected?
 What is the outlook for further reforms under Indian Prime Minister Modi, and what investment implications would this outlook have?
 How will the UK referendum on leaving the EU turn out, with what impact on British markets?
 What changes might Japan implement in “Abenomics, and what market implications would those changes have?

Outline

• Executive summary
• Introduction
• Analysis
The background of domestic demand
economic policy toward domestic demand
Success Factors
Potential obstacles and challenges
Benefits to the future economic development
Impact on financial markets

• Conclusion

The information you found must be correct and reference you use must be correct.