In Focus – 2018

Interest rates – Starting to Move

India

Trouble in Paradise

Market Spasms

The Eur and the dollar index

Caution!

Gold and Gold Miners

Don’t tell Julian…

Macro on the move

Butterflies and Hurricanes

Trouble in Italy

Where are we now

Charts to watch and things to do

China On The Edge

USD, EM And Recoupling

The Next Phase

Bubble Stock Watch

Time to test the hypothesis

Bonds Fall, Equities to Follow?

The Fall Of The Giants

Seconds Away: Round Two

Buy Bonds, Wear Diamonds

Compare And Contrast

It Is Time…