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the team
Anchor 1
January 2018 - Available
Issue #13, 10th January 2018
Themes:
04 / Executive Summary
06/ Mapping the Markets
12 / The Cycle Is Transitioning Towards The Last Stage - Asset Outlook For H1 2018
24 / The US Dollar will be boosted by capital inflows in 2018 and should rise again – that could push the economy, markets over the tipping point
27/Timing and Tactical Insight - The US Dollar could bounce in Q1, re-test down in Q2 and then accelerate up in H2 2018
32 / Medium-term prospects for Gold, Silver and Gold Miner Equities : Q1 should notbe supportive for the precious metal sector
35/Timing and Tactical Insight - Commodities have re-synched in December, yet should diverge again in Q1
43 / These hurdlesshould not stop investorsfrom engaging the equity markets this year
45/Timing and Tactical Insight - Equity markets have now entered the lateststages of their uptrend, they should top outbetween March and mid year
53/Splicing the markets - Avoid negative USD correlations until March

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