Macro-economic perspective "The market panic over yield curve inversion, rush head long into defensive assets: this strategy is in its last innings" ( original article from the August 2019 issue of The Capital Observer, published 15th August 2019) Cyclical and technical perspective "Cyclicity is oversold, yet its bottoming process is still underway" ( updated article from the August 2019 issue of The Capital Observer, published 15th August 2019) Read Report