Into late 2021, further FED backing, further rise in reflationary assets
Last week, the FED confirmed its commitment to its aggressive monetary stimulus policy. Quantitative tightening or rises in Fed Fund...
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jfo496
Jun 3, 2019
Equity markets and yields could find support in June, and move up into July
Late last month we argued that risk assets were ripe for a correction, that the breadth of the rally was fading, and that bellwether...
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jfo496
Sep 3, 2018
The Flight to US Treasuries Safety is accelerating – a telling graph
We note that currently one graph stands out as a very precise indicator of risk-on and risk-off dynamics. Indeed, after having been bid...
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jfo496
May 1, 2018
Flight to quality – Where’s the best place to hide?
One thing we can say about the early February financial assets sell-off is that it was difficult to find any place to hide. Equities...
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jfo496
Oct 3, 2016
Possible Market Timing in the run-up to the US election and year end
At our recent lunch presentation to the GSCGI mid September, we presented our reflationary scenario for the next 12 to 18 months. Read...
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jfo496
Sep 16, 2016
Reflation, or the effect of a cyclical upturn into 2017
GSCGI lunch, 16th September 2016 presentation Read more...
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jfo496
Sep 6, 2016
Focus on Reflation, Cyclicals and Value ( The IFTA Update September 2016 newslette
Introduction When we first presented our reflation scenario back in mid-April of this year, doomsayers were still very much predominant....
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