October 2018 Chartbook

  • Macro Drivers. Trade war becoming material, EM headwinds unlikely to fade
  • Multi Asset. US equities tend to outperform when the dollar strengthens – but will it?
  • Fixed Income. The importance of global QE as a factor driving fixed income markets is already fading
  • Currencies. USD picture against DMs mixed; EUR supported by changing EA balance of payments 
  • Equities. US capex continues to accelerate, and the outlook remains rosy
  • Commodities. Both technicals and fundamentals suggest the Brent-WTI spread should narrow

Economics

Politics

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We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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