What If…?


  • What if commodities slump is set to continue after a relief dead cat bounce period?
  • What if seasonal demand has peaked and we are now looking at the next leg lower?
  • What if we are about to see a turnaround in market sentiment and the equity market?
  • What if the risk-off environment in Q1 is a perfect setup to remove excess equity strength and setup for a stronger Q2,3 and 4?
  • What if economic data from major developed and developing countries improved significantly after a rock bottom performance?
  • What if 2016 marks the year of transition in forex, commodities, bonds and indices?
  • What if Central Banks run out of ammo – what else can they do?
  • What if monetary and fiscal stimulus no longer provide the necessary results?




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