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the team
Anchor 1
November 2017 - Available
Issue #11, 1st November 2017
Themes:
04/ Executive Summary
06/ Mapping the Markets
08/China's Communist Party Congress provided a strong boost for medium-term outlook in commodities
11/Timing and Tactical Insight - China, the motor for reflation II is still humming
17/Looking at the historical dynamic of the yield curve, it may be too early for a significant structural steepening
20 / Timing and Tactical Insight - The Yield Curve is still flattening, yet a short term bounce may materialise from late November into early 2018
28/Will the US Dollar strengthen when the Fed reduces its balance sheet? It may not be the case
31 / Timing and Tactical Insight - The Dollar should retrace down into November
37/Seasonality in Oil may trigger a short term dip in November but the uptrend reasserts thereafter
41/ Timing and Tactical Insight - Short term, Oil may Stop and Go, yet is still very positive until late December / January
46/Splicing the markets - Strong markets with a rotational bias should continue towards H1 2018, yet short term risk/reward still looks extended
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