May 2018

“Truth is so obscure in these times, and falsehood so established, that, unless we love the truth, we cannot know it” Blaise Pascal


  • The dollar appears to have completed its bottoming phase and is set to move higher
  • Trump was able to score some notable successes recently, resulting in his approval rating improving substantially
  • Higher bond yields caused by rising commodity prices and inflation are the next pain trade for equity and credit markets
  • Despite those headwinds, strong fundamentals continue to underpin current market levels

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