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July 2019
Issue #32, 15th July 2019
Available
Themes:
12/ Global GDP growth likely to make a trough in Q2 this year; US GDP growth expected to bottom in Q3 2019
24/ Earnings disappointment plus liquidity drought should create headwind for equities over the Summer
35/ The yield curve steepening is baked in the cake for the next 6 months
45/ Taking the mystique away from the Gold rally – the role of macro data and liquidity flows; further gold upside is likely limited to the end of Q3 2019
Splicing the markets - A hot Summer for Agricultural Commodities
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