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December 2017 - Available
Issue #12, 04th December 2017
Themes:
04/ Executive Summary
06/ Mapping the Markets
08/Risk assets are reaching a trough as financial conditions ease further; cyclical sectors should lead the way forward into Q1 2018
11/Timing and Tactical Insight - Equity markets are still favorable, probably until late February / March
17/At this stage, is a tactical steepening of the US curve nonetheless possible?
20/Timing and Tactical Insight - The Yield Curve is temporarily Oversold, it should bounce into Q1 2018, at the latest from early January
26/US jobs data shows late business cyclestage symptoms; the Unemplyment Rate decline looking terminal
29/Timing and Tactical Insight - Looking towards 2018 and a late cycle environment for financial assets
37/Japanese equities continue to Rally on improving fundamentals and abundance of liquidity being provided by the Bank of Japan
39/Timing and Tactical Insight - Japanese Equities remain strong, while the USD/ JPY has started to move higher
46/Splicing the markets - The "Cyclicity of Bitcoin"

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