Themes:

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04 / Jobs report headlines still looks all right, but the internals deteriorate as the business cycle matures

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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

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14/ Timing and Tactical Insight - The Dollar at crossroads, as it attempts a further leg up

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17 / Fundamental oil data, on balance, suggest lower crude oil prices in H1 2017, but show likely higher prices by year-end

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20 / Timing and Tactical Insight - Oil should correct down into Q2 2017

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23 / Housing: expect a final frenzy of good news as last minute buyers lock-in still low rates, but it will  not last

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25 / Timing and Tactical Insight - Housing and Real Estate may make a temporary comeback

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28 / Splicing the markets - An intermarket perspective