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June 2021

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    • February 2017

    February 2017  -  Available 

    Previous Issues

    Issue #02, 22nd February 2017

    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

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