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 2017
2016
Major Markets (22)
Emerging Markets (9)
Asian Markets (4)
Thematic Research (27)
 2015
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Thematic Research
 

Global View – Combining Now-Casting Economics with CBC Liquidity Data - December 2016

20-Dec-2016
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Global View – The Big Can and the Long Road – China’s People’s Bank New Peak Size Flows - November 2016

23-Nov-2016
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Global View – Is It Time to Reduce Emerging Market Exposure? - November 2016

18-Nov-2016
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Global View – The Financial Silk Road – Assessing Future Chinese Monetary Policy and Capital Flows - November 2016

15-Nov-2016
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Global View – The Double-Whammy – Central Banks, G4 Fixed Income and How China Still Sets World Interest Rates - November 2016

15-Nov-2016
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Global View – The Coming Crunch in Bond Market Liquidity - October 2016

05-Oct-2016
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Global View - A Bigger Yuan? - October 2016

03-Oct-2016
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Global View - The Bank of Japan Makes A Second Big Error - September 2016

22-Sep-2016
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Global View - Where Now For The Credit Markets? September 2016

16-Sep-2016
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Global View - What Drives Capital Flows to Emerging Markets? September 2016

15-Sep-2016
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Global View - It's US Liquidity, Not the Economy ... September 2016

02-Sep-2016
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Global View – Lessons from Japan Part 1 : Do Falling Bond Prices Signal Faster Monetary Velocity and More Inflation – August 2016

25-Aug-2016
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Global View – What Are Liquidity Cycles Telling Us? – August 2016

24-Aug-2016
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Global View – What Do Liquidity and Capital Flows Tell Us About Prospects for the US Dollar, Credits and the Yield Curve? – August 2016

09-Aug-2016
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Global View – Bad But Not That Bad….Britain After the Brexit Vote – August 2016

03-Aug-2016
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Global View – Why Inflation Matters Most – July 2016

27-Jul-2016
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Global View – China’s QE4 or QE3.5? – July 2016

26-Jul-2016
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Global View – The Four Elephants of the Macro-Apocalypse? – July 2016

19-Jul-2016
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Global View - The Asian Liquidity Cycle: Picking Up? March 2016

31-Mar-2016
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Global View Emerging and Frontier Market Inflows Jump Higher…At Last - March 2016.

24-Mar-2016
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Global View March 2016: Shanghai’d at Shanghai G20?: The Big Threats to Global Bonds

18-Mar-2016
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Global View March 2016: Why Gold Bullion is Soaring

07-Mar-2016
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Global View March 2016: Will A Lack of Borrowers End The US Dollar Boom?

04-Mar-2016
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Global View March 2016: The World’s Biggest Credit Bubble Meets the World’s Biggest Policy Error

02-Mar-2016
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Global View February 2016: Goodbye Global Liquidity... Hello Black Hole

12-Feb-2016
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Global View February 2016: What Do Negative Japanese Interest Rates Really Mean?

02-Feb-2016
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Global View January 2016: Measuring the Stance of Central Bank Policy in a Low/Zero Interest Rate Environment

08-Jan-2016
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