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February 2021

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    • February 2017

    July 2017  -  Available 

    Previous Issues

    Issue #07, 28th July 2017

    Download Full Document

    Themes:

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    04/ Executive Summary

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    06/ Mapping the markets

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    08/ It could get worse before it gets better: allow for asset prices to fall in August-early September before Reflation Wave II gets underway

     

    12/Timing and Tactical Insight - 10 Daily charts to summarize our current tactical outlook

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    17 / All that you know before Nov 2008 is now all wrong: understanding how QE skewed the relationship of financial variables

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    22/Timing and Tactical Insight -Yields and the Yield Curve remain soft until September, yet the downside is limited from here

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    25 / Oil is still susceptible to a last decline/setback in August-September but this will be followed by sharp gains during the rest of H2 2017

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    27/Timing and Tactical Insight - Oil is building a base, late Summer could see it rising again

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    36 / Is it time to allocate funds away from equities to commodities? An opportunity of a lifetime to do that may be close at hand

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    38/Timing and Tactical Insight - There will be multiple opportunities in H2 2017 for commodities

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    44 / Splicing the markets - The trend is now heading upwards on GBP/USD, Buy the Dips