Summer doldrums

Just got back from vacation and a quick check round sees I didnt miss much !

Commodities and Oil stil with no floor in sight.

Equity markets esp. China continue to be in corrective mode with the decline continuing

US rate hike - I had said 50:50 Sept but I am now favouring 40:60. Inflation still looking a bit soft and any dependence there was on China providing a sustained growth story are well and truly over.

Commodity currencies still looking south.

Thinking cap back on and time to make some money.

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