“A wise man will make more opportunities than he finds” ― Sir Francis Bacon

 “Only one who continually re-examines himself and corrects his faults will grow” ―

The Hagakure

Clues from Recent Asset Classes’ Behavior

Macro: US and China Growth to Recouple…Focus on the Chinese Stimulus

Oil: The Venezuelan Catalyst

MENA: A Review of the 2018 IMF Article IV Consultation on the UAE