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February 2021
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February 2017
June 2017 -
Available
Previous Issues
Issue #06, 28th June 2017
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Themes:
04/ Executive Summary
05 / Mapping the markets
07/ So far in 2017, the US Dollar has been retrenching but it could start strengthening in Q3
11/
Timing and Tactical Insight
-
The Dollar is ready to rebound
18/ Risk parity heaven or risk parity shock– which one will prevail, as S&P 500, the Dow, and Nasdaq 100 diverge
20/
Timing and Tactical Insight
-
The secular trends favoring Risk Parity strategies could take a pause until early 2018
28/ The Silver-To Gold Ratio waits in the wings, as supply constraints, looser Fed policy and rising global growth could trigger a significant move in H2 2017
31/
Timing and Tactical Insight
-
Silver and the Silver to Gold ratio
35/ The US financial sector is set to outperform during H2 2017, and may now provide opportunities to investors
38/
Timing and Tactical Insight
-
Financials could accelerate up again from mid Summer to year-end
43 /
Splicing the markets
- Looking at the topline (MSCI World, S&P500 and SX5E)