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Cross Asset Research / Introduction and 2017- 2019 Recap.
“ … the index probably continues higher into early, perhaps Spring next year … our I Impulsive targets to the upside indicate that the...
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The Liquidity Situation will soon worsen, from March. Equity markets could then see a serious sell-o
"... Therefore, the Fed's balance sheet will likely expand until March 2020. But that is when we at The Capital Observer expect the...
Special Report: It looks like the "expected recessio
. It looks like the expected "recession" is over before it even started: monetary, fiscal stimuli to push economic recovery into Q2 2020,...
Special Report : Cyclicity vs Defensive profiles
Macro-economic perspective "The market panic over yield curve inversion, rush head long into defensive assets: this strategy is in its...
Emerging Markets and Cross Assets Special Report, September 2018
Read Report 04 / The brewing EM Crisis is a handiwork of the US Dollar; it will get worse, before it gets any better: Emerging Market...
Summer 2018 recap, and Autumn Caution
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LIQUIDITY IMPACT on key Assets for 2018
At The Capital Observer, we look at the liquidity being issued or being absorbed back by global central banks, the Federal Reserve and...
GOLD RESEARCH, MAY 2018
p 03 - 05 Gold set for one more rally to a new high before summer, but will likely come under extreme pressure later in the year in Q3...
Short-term reprieve for EURUSD
EURUSD has broken down and will head even lower over the next two to three months, though it will probably experience a small...
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