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“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