It’s A Big, Beautiful ‘V’
V-shaped rebound confirmed. Global Liquidity Index (GLI) rises again to 85.1 (‘normal’ range 0-100). In US$ terms Global Liquidity could soar by...
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SRI LANKA: No Default This Year
In a series of two reports, we initiate our coverage of Sri Lanka Government International Bond (SRILAN GOVT) as a high-yield sovereign credit. In...
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Recession Will Worsen This Quarter & Last into 3Q 2020 Despite Huge Fiscal Stimulus
Given the shambolic, disjointed US response to Covid-19, the US economy is likely to contract 20%QoQ in 2Q 2020 (far worse than 1Q 2020's 4.8%...
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Market Monitor: The Corona Carnage
Market was consolidating as the local outbreaks continue. We expect the worst (while hoping for the best). There are two uncertainties, in our...
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Three (Dangerous) Non-Consensus Thoughts
The World economy will progressively struggle back to work over the next 3-6 months. The recovery is starting. Somethings will change, but many...
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