A Wonkish Warning From Bonds For 2022
Equity investors are ignoring the warning message from World government bond markets for 2022. A steep front-end and flatter back-end of the term...
635 Views
Equity Markets Ahead of The US Presidential Election
World Equities and the US Presidential Election: Set To Rally? We analyse recent drivers of stocks including Global Liquidity, investors' risk...
378 Views
China’s Monetary Semi-Surge – What Does It Tell Us About The Yuan?
Chinese Liquidity surges in March 2020 Lending directives not PBoC liquidity is the key PBoC policy mix mat tell us about exchange rate...
412 Views
Market Monitor: The Corona Carnage
Market was consolidating as the local outbreaks continue. We expect the worst (while hoping for the best). There are two uncertainties, in our...
460 Views
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...
460 Views