Themes:

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04/ Executive Summary

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05 / Mapping the markets

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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

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18/ Risk parity heaven or risk parity shock– which one will prevail, as S&P 500, the Dow, and Nasdaq 100 diverge

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20/Timing and Tactical Insight - The secular trends favoring Risk Parity strategies could take a pause until early 2018

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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

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31/ Timing and Tactical Insight - Silver and the Silver to Gold ratio

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35/ The US financial sector is set to outperform during H2 2017, and may now provide opportunities to investors

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38/Timing and Tactical Insight - Financials could accelerate up again from mid Summer to year-end

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43 / Splicing the markets - Looking at the topline (MSCI World, S&P500 and SX5E)