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01 August 2019
Monthly Newsletter (August 2019)

“There is nothing permanent except change.” - Heraclitus

 

“To think is easy, to act is difficult, to act as one thinks is the most difficult” ―

John Wolfgang Von Goethe

 

Clues from Recent Asset Classes Behavior

 

Macro: Escalating Trade Tensions May Distort Recent Green Shoots of Stabilization

Oil: Supply is Already Tight but Demand Will Confirm Price Strengthening

 

MENA: A Few words on the UAE

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