In today’s Macroeconomic Briefing we highlight a set of themes ranging from Brexit, US-China trade negotiations, prospects for emerging markets, as well as some interesting indicators that suggest equities might be a screaming buy. Helen Thomas of Blonde Money sets out her roadmap for the Brexit end game, and provides 4 options that could prevent No Deal. With US-China trade negotiations now at the half-way point of its 90-day timeline, Rhodium Group describes the elements they think will, and will not, be in a deal if one can be fashioned. This week’s mid-level talks aren’t expected to be all that revealing they say. Following the dovish turn from the Fed Chair, and China’s RRR cut last week, Alpine Macro assess the prospects for China and EM, where they say macro conditions should improve for EM on both of these fronts, setting a bullish backdrop. Meanwhile, the multi-asset strategy team at SG reckon 2019 could be the year to have gold in your cross-asset portfolio. SG think that with US real yields and the US dollar to be capped, they expect gold to break free. The scarcity of safe-haven assets should allow gold to shine again. Finally, Cam Hui from the Pennock Idea Hub highlights the Zweig Breadth Thrust (ZBT), an indicator that following the December sell off, is sending a screaming buy signal for equities.