This post is a follow up on last year's assessment of global markets . By reading that entry as well as this one from June , you will notice that many of the themes often discussed today where very much present throughout the first half of 2015 (whether that may be the tightening of global dollar financial conditions to the correlation of certain global market price trends). The question now is whether there are signs that the dominant price trends of the last few year are on the cusp of reversing or not.