August could surprise more on the upside

Our Timing models looks optimistically into the remainder of August:

The Euro...

 When you look at the Small Caps and overlay the August Stock market Seasonality you see that the next 2 weeks looks good...

 ...and this could also translate into Oil.

The Agro Commodities on the other side seem to have priced in the droughts and could top around here in the next weeks ...