MOVE’in Global Liquidity On Up?
Re-examining the Key Asset Drivers
We recently wrote about the ‘air pocket’ in Global Liquidity, namely the predicted dip in the liquidity trend we envisioned because of: (1) the drain of US tax payments from cash accounts, and (2) the troubles that China faced in its struggles to manage the sliding Yuan. Here we dig into latest data. The signs are encouraging.
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