Up, Up and Downnnnnnnn… Why This Crisis Is About Finance (Again) And Not About The Economy
Global Liquidity remains weak Warns of insufficient balance sheet capacity to roll-over our huge debts This creates excess demand for ‘safe’...
717 Views
The US Fed Steps-Up the Pace – Updating The Shanghai Accord 2.0
Shanghai Accord 2.0 is well underway US Federal Reserve steps up its liquidity injections into US money markets Attempts by other economies to...
533 Views
Shanghai Accord 2.0? World Central Banks Turn On The Money Taps … A New Easing Cycle Has Started
Central Banks Worldwide now easing, led by China's PBoC Our World Central Bank Liquidity Index has more than doubled to 40 (range 0-100) since...
580 Views
China - Not Out of the Woods by Any Means
The Chinese onshore and offshore equity markets have been outstanding performers over Q1, due to; i) rising hopes of a trade settlement with the...
750 Views
Seismic Shift in Fed's View Driven by Anaemic M2, Implying US$-Weakness and an EM-Positive Year
Fed chairman Jay Powell's extraordinary flip-flops over the past 3 months have left his communication strategy in tatters (unsurprising, given that...
702 Views