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April 2021
Previous Issues
THE CAPITAL OBSERVER
September 2017 - published on September 29th 2017
Contents
20 / Timing and Tactical Insight
Reflationary assets may re-test down in October, but should re-accelerate upwards towards year-end
28 / Timing and Tactical Insight
One last push from Gold and Defensive assets could provide an ultimate exit opportunity
38/ Timing and Tactical Insight
Oil should retrace during October before it resumes its uptrend towards year-end
«Monetary policy also operates with the lag and experience suggests that tightness in the labor market gradually and with the lag tends to push up wage and price inflation and that’s also a risk, that we want to be careful not to allow the economy to overheat in a way that would force us later on, somewhere down the road to have to tighten monetary policy rapidly which could cause a recession and threaten the very desirable labor market conditions that we have now.»
Janet Yellen, Chair, Federal Reserve,
Q&A post-FOMC Sept. 20 meeting
