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February 2017 - Available
Issue #02, 22nd February 2017
Themes:
04 / Jobs report headlines still looks all right, but the internals deteriorate as the business cycle matures
07 / Timing and Tactical Insight - While equity markets consolidate, Big Growth should outperform
11 / If Mr. Trump does what he promised to do, there’s no waywe will get a strong US Dollar
14/ Timing and Tactical Insight - The Dollar at crossroads, as it attempts a further leg up
17 / Fundamental oil data, on balance, suggest lower crude oil prices in H1 2017, but show likely higher prices by year-end
20 / Timing and Tactical Insight - Oil should correct down into Q2 2017
23 / Housing: expect a final frenzy of good news as last minute buyers lock-in still low rates, but it will not last
25 / Timing and Tactical Insight - Housing and Real Estate may make a temporary comeback