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Issue #19, 10th July 2018
Themes:
04/ Executive Summary
06/ Mapping the Markets
12/ The peak of risk asset prices for 2018 could take place in late July- August period
25/ Timing and Tactical Insight - As the economy starts to decelerate, Treasuries, Defensive sectors and Gold should outperform equities, probably into 2019/2020
32 / CNY devaluation: China got what it wants, and dealt The Donald a stunning riposte; Mr. Xi will not use the devaluation route any further as weapon in the trade spat
35/ Timing and Tactical Insight - Chinese equities and the Yuan may find support towards mid Summer, yet their reflationary momentum is broken, further downside is expected towards year-end and early 2019
41/The US Dollar pulls back at a resurgence of financial risk appetite in July, but the ongoing uptrend continues thereafter
44/ Timing and Tactical Insight - The first leg up in the US Dollar is probably not finished yet
50/ Splicing the markets - What do to with your favorite Growth stocks ?
the team
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