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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Could Equities Just Keep Rising?
Given the huge on-going Central Bank QE, Global Liquidity could soar by 40% in 2020 to some US$190 trillion This will push the equity/ liquidity...
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European Covid 19 Update - Fear, a Swedish Third Way, and Who Recovers the Best Europe or Asia?
In this week's note we briefly touch on China's data problems, where we give the benefit of the doubt to authorities. We also look at the variety...
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Trump Orchestrates an OPEC+ Production Cut with G20 Backing: Crude to Stay Low
President Trump has coordinated a global crude-oil production-restraint deal among OPEC (led by Saudi Arabia), Russia and other major producers...
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European Covid 19 Weekly Update - Data Anomalies - Differing Approaches May Benefit Europe over Asia
Now it is clear that Europe has passed the peak we turn our attention to the likely wide variety of policies each country will follow when easing...
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