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April 2021
Previous Issues
THE CAPITAL OBSERVER
December 2017 - published on December 4th 2017
Contents
20 / Timing and Tactical Insight
29 / Timing and Tactical Insight
Looking towards 2018 and a late cycle environment for financial assets
11/ Timing and Tactical Insight
Equity markets are still favorable, probably until late February / March
39 / Timing and Tactical Insight
Japanese Equities remain strong, while the USD/ JPY has started to move higher
We continue to believe that financial markets are far too complacent on the possibility that inflation may rise and consequently remain stubbornly sanguine with respect to the Fed and higher interest rates. This has seen a substantial flattening of the yield curve and although the trend towards flattening is something that may persist through 2018, for now, we see scope for the 10-year point on the curve to underperform, should the 2017 trading range be broken to the upside, leading volatility to rise.
Mark Dowding Bluebay asset management
he release of the Republican tax reform framework last week has breathed new life into the reflation trade that sprung to life in the second half 2016
Douglas Adams
