Smartkarma Webinar | Asian Currencies Outlook
In our next Smartkarma Webinar, Olivier Desbarres will discuss his outlook for Asian currencies. The webinar will be held on 1 April 2020 at...
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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...
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The 2020 Outlook: Trump’s Coming Landslide?
Risk On Global Liquidity rebound continues GLI 57.0 index (range 0-100) US Fed’s QE4 sees balance sheet growing 23% (ann.) clip. Set for US$5...
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Are Capital Flows Into The US Dollar Peaking?
This is a Risk-on market US dollar weakness could finally persuade the many risk-adverse investors to move risk-on US dollar weakness depends to...
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Geopolitical Comment: While Markets Are Hoping for US-China Mini-Deal, Turkey Is Playing with Fire
Earlier this month, the news that the US and China were nearing a limited trade deal returned optimism to the markets. At the annual IMF and World...
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