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Issue #17, 11th May 2018
12/ Geopolitics and fundamentals are colliding in the oil price discovery process: which one will win?
27/ Timing and Tactical Insight - As the Equity Bull market is showing signs of exhaustion, some Commodities may continue to outperform
37/ Timing and Tactical Insight - The current inflation acceleration is very much late cycle. This is not good news for risk-assets
44/ Devaluing The CNY: China's Secret Weapon In The "Trade Wars"? Not Really, But An Opportunity Too Juicy To Ignore, Or Waste
47/ Timing and Tactical Insight - A rising Dollar should strengthen the Trade Weighted Yuan. In the past, China has devalued to counter this effect.
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