.png)
March 2017 - Available
Issue #03, 22nd March 2017
Themes:
04 / Executive Summary
05 / So the Fed raised policy rates 25 bps: this tightening regime should not last very long
07 / Timing and Tactical Insight - Mild flattening of the Yield Curve, before it steepens again in H2 2017
12/ The political cycle: Will the winds of change keep on blowing over France?
14/ Timing and Tactical Insight - Europe equities still strong towards end 2017
21 / Core CPI will decline soon, as credit creation slows and the housing market starts to peak
23 / Timing and Tactical Insight - Inflation sensitive assets could bounce in April
27 / Equity prices and bond yields moving contra to each other: look for liquidity factors to explain the moves
29 / Timing and Tactical Insight - Equities and Bond yields could extend at high levels, for how long?