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the team
Anchor 1
April 2017 - Available
Issue #04, 26th April 2017
Themes:
04 / Executive Summary
05 / Mapping the markets
07 / As presented earlier this year, the “Trump/Reflation Trade” has been pausing, allowing better market re-entry during late Q2-early Q3 2017
11 / Timing and Tactical Insight - “Trump/Reflation Trade” could retrace further into midyear
18 / The Yen as a safe haven play: will it last? Yes, it will
21 / Timing and Tactical Insight - The Yen will continue to accelerate up on risk-off considerations
27 / Gold: A reappraisal, as the precious metal leads the rik off movement with the JPY
30 / Timing and Tactical Insight - Gold, a reflationary asset with a defensive bias
37 / Beware of the impact of Fed tightening by increasing IOR, a new dynamic at play
41 / Timing and Tactical Insight - The yield curve may flatten further before it bounces later in H2 2017
44 / Splicing the markets - One last focus on the French Election, ... hopefully
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