Understanding the game is critical to planning the right investment strategy!
Therefore, better investment guidance could come from identifying current & future capital flows, in other words follow the money.
There are other events that also have an impact but here are three important areas to begin;
1: Monitoring the Central Banking policies that drive liquidity, think QE and artificially low interest rates etc.
2: The banks balance sheets & off-balance sheets, & on going regulation updates that could impact their ability to lend & borrow
3: Debt levels in Public, private & household to identify debt service costs & desire to lend & borrow, directly impacting consumption, along with effects of increased tax liability.
How The Economy Really Works
I highly recommend watching this video for anyone who is interested in understanding the independent views of author & economist Richard Duncan formerly of the World Bank, on the global economic crisis;