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January 2017 - Available
Issue #01, 25th January 2017
Themes:
04 / Inflation is breaking out everywhere, but it may not be the rewarding strategy to go for reflation trades during H1 2017
06 / Timing and Tactical Insight - Reflation trades should top out and start to retrace during Q1 2017
08 / As US growth is at risk of decelerating, possible roadmap through a distribution period for some key assets
10 / Timing and Tactical Insight - As the economy decelerates, Bond Yields should top and start to retrace
17 / Inflation and its implications for the US Dollar and Euro relationship
19 / Timing and Tactical Insight - The Dollar could be topping out, hedging US assets could lead to outperformance
22 / China and base metals: Infrastructure spending continues to underpin metals a little longer
24 / Timing and Tactical Insight - China is still in a period of transition