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June 2021

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    • February 2017

    January 2017  -  Available 

    Previous Issues

    Issue #01, 25th January 2017

    Download Full Document

    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