Coronavirus - An Unexpected Positive Ray Of Light From The Epicentre - Inteqres
Europe is officially in crisis. Borders are closed, shops are empty and lockdowns are growing. Fear driven by social media and the press is...
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GFC2? Liquidity Crisis
This is a liquidity crisis, where fungibility disappears and Central Banks simply have to act Expect QE5 (we just had QE4), QE6 and others. US Fed...
509 Views
The Debt Virus Is The Real Threat
This market panic could further squeeze Global Liquidity Large debt overhang means US$50 trillion needs to be re-financed each year Debt/ GDP is...
581 Views
Don’t Panic?
Sharp downward move in risk appetite positioning since coronavirus alert Sell-off and risk aversion is equivalent to 2007-08 GFC At these levels,...
591 Views
China Hits Warp Speed …Risk On Again?
China’s PBoC undertakes huge liquidity boost to counteract economic effects of virus scare Size equivalent to half of entire huge US stimulus from...
706 Views