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...
635 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...
811 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...
742 Views
High Odds This Bear Market Will Last Well Into 2019
History shows that four things matter in determining bear markets Two measure the flow of liquidity and Global Liquidity is still skidding None...
326 Views
The Bear Roars: First Global Liquidity Slumps, Now World Investors’ Risk Appetite Skids Lower
Two drivers of asset performance: Global Liquidity and Investors' Risk Appetite are falling sharply Bear markets coincide with weak Risk...
556 Views