Author: james Carter
Before I think about the weekend report I like to update the chart pack and do some reading or news and research, listening (podcasts particularly from the US) – research – looking for as many “light bulb” ideas as possible. Usually there are a number of different thematics which catch my attention and hence the report starts coming together, obviously by definition the intention is to make the missive topical and useful for subscribers over the coming weeks / months. In today’s rapidly evolving market if we don’t keep our finger on the pulse we might as well be writing about the Napoleonic Wars.
Really bullish, there's more to go in the reflation rally
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