Themes:

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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

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08 / As US growth is at risk of decelerating, possible roadmap through a distribution period for some key assets

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10 / Timing and Tactical Insight - As the economy decelerates, Bond Yields should top and start to retrace

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17 / Inflation and its implications for the US Dollar and Euro relationship

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19 / Timing and Tactical Insight - The Dollar could be topping out, hedging US assets could lead to outperformance

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22 / China and base metals: Infrastructure spending continues to underpin metals a little longer

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24 / Timing and Tactical Insight - China is still in a period of transition

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27 / Splicing the markets - Disparities in the Eurozone worsenduring H1 2017