�Outrageous Predictions�The Close of the Paradigm�December 2015�
The Outrageous Predictions 2016�OPEC turmoil triggers brief return to 100 $/barrel
The result: OPEC agrees, 2016 becomes a ‘demand’ story
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The Outrageous Predictions 2016�Ruble rises 20% by the end 2016
The result: EU negosiations, oil prices and value create big inflow into Russia leaving Ruble 20% stronger
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The Outrageous Predictions 2016�Aggressive Fed sees meltdown in global corporate bonds
The result: bond markets simply collapse, as trading is halted in some of the major markets, leaving them frozen solid for weeks
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The Outrageous Predictions 2016�EURUSD direction? It’s 1.23……
The result: Race to bottom comes full circle – EUR “loses”
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The Outrageous Predictions 2016�Silver breaks shackles to rally 33%
The result: Silver to Gold ratio return to its 10Y avg 59
(An outperformance of 20%)
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The Outrageous Predictions 2016�Silicon Valley’s Unicorn brought back down to earth
The result: Unicorns is down 50% during the year
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The Outrageous Predictions 2016�Inequality has the last laugh on luxury
The result: Sales of luxury leader LVMH falls 50%
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The Outrageous Predictions 2016�Democrats retain presidency, retake congress in 2016 landslide
The result: US engage in deficit spending & GOP destroys itself
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The Outrageous Predictions 2016�El Niño sparks inflation surge
The result: 40% surge in the Bloomberg Agriculture Spot Index, adding some much-needed inflationary pressure!
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The Outrageous Predictions 2016�Olympics to turbo-charge EM’s Brazil led recovery
The result: EM equities to climb 25% in 2016!
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