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Issue #16, 12th April 2018
26/ Timing and Tactical Insight - Is the widening of LIBOR-OIS spread already affecting the pricing of Banks and of listed Credit instruments?
35 /The outlook from Systemic Liquidity Models: looking for a major trough during the second half of April 2018, followed by the next phase of the bull market
38/ Timing and Tactical Insight - The reflation trade will see one more rally, probably between late April and June
44 /Gold set for one more rally to a new high, but will likely come under extreme pressure later in the year when the US Dollar takes of
47/ Timing and Tactical Insight - Gold should break-out to the upside, before it retraces down on USD strength in H2 2018
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