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A Mid-Year Review of My Trading Themes for 2018

In June, as the people of Argentina nurtured dreams of World Cup glory, their government discreetly reached an agreement with the IMF for a $50bn bailout. Considering the country’s troubled past with international creditors, this was a remarkable about-face by the administration.
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Some Themes to Occupy the Minds of Traders in 2018

At this time of year, I focus on key trading themes for the next twelve months. Oil and crypto-currencies stand out from the pack, but for different reasons. Brexit will dominate in Europe and the Yield Curve will give rise to much debate. Trump will face his first real test in the fall.
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