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June 2021

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    September 2018 - Available

    Monthly Issues

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    Issue #21, 13th September 2018

    Download Full Document

    Themes:

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    04/ Executive Summary

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    06/ Mapping the Markets

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    12 / The brewing EM Crisis is a handiwork of the US Dollar; it will get worse, before it gets any better

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    17/ Timing and Tactical Insight - Flight to Safety is accelerating

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    24 / The signalling effect of oil inventories suggests further support for crude oil and E&P into late summer early autumn

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    28/ Timing and Tactical Insight - Last upside retest for Oil, before it follows other risk assets lower

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    33 / China’s CNY, and Gold: linked at the hip, and hobbled by the US Dollar’s ascendancy, China’s growth implosion

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    35/ Timing and Tactical Insight - Gold is still stuck between a rock and a hard place

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    41/ Base metals face headwinds from China’s slowing growth, firm US Dollar trend

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    44/ Timing and Tactical Insight - A Chinese hard landing is an increasing probability

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    51/ Splicing the markets - This time is probably not that much different