Issue #17, 11th May 2018
Themes:
04/ Executive Summary
06/ Mapping the Markets
12/ Geopolitics and fundamentals are colliding in the oil price discovery process: which one will win?
17/ Timing and Tactical Insight - Oil and Energy should continue higher until mid Summer
24/ After 10 Months Of Outperformance, Will Commodities Keep On Outperforming Equities ?