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February 2017
December 2016 -
Available
Previous Issues
Issue #11, 1st November 2017
Download Full Document
Themes:
04/ Executive Summary
06/
Mapping the Markets
08/
China's Communist
Party Congress provided
a strong boost for
medium-term outlook in
commodities
11/
Timing and Tactical Insight
-
China, the motor for reflation II is still humming
17
/
Looking at the historical dynamic of the yield curve, it may be too early for a significant structural steepening
20/
Timing and Tactical Insight
-
The Yield Curve is still flattening, yet a short term bounce may materialise from late November into early 2018
26
/
Will the US Dollar strengthen when the Fed reduces its balance sheet? It may not be the case
29/
Timing and Tactical Insight
-
The Dollar should retrace down into Novembe
r
37
/
Seasonality in Oil may trigger a short term dip in November but the uptrend reasserts thereafter
39/
Timing and Tactical Insight
-
Short term, Oil may Stop and Go, yet is still very positive until late December / January
46/Splicing the markets
-
Strong markets with a rotational bias should continue towards H1 2018, yet short term risk/reward still looks extended