The ‘Quick’ Recession … Is It Over Already? Latest Liquidity Data Agrees
Latest nowcast economic data show stronger Q3, 2019 Shipping activity highlights bounce in July and August Global Liquidity conditions turning...
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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’...
620 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...
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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...
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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...
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