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July 2017 - Available
Issue #07, 28th July 2017
Themes:
04/ Executive Summary
06/ Mapping the markets
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
17 / All that you know before Nov 2008 is now all wrong: understanding how QE skewed the relationship of financial variables
22/Timing and Tactical Insight -Yields and the Yield Curve remain soft until September, yet the downside is limited from here
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
27/Timing and Tactical Insight - Oil is building a base, late Summer could see it rising again
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
38/Timing and Tactical Insight - There will be multiple opportunities in H2 2017 for commodities
44 / Splicing the markets - The trend is now heading upwards on GBP/USD, Buy the Dips
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