Another Taper Tantrum?!?

-

Taper Talk – Does This Global Liquidity Boom End With A Whimper Or A Bang?

 

Investors are looking stage left, reassured by the slow approach of faster high street inflation. They are missing the more sudden and threatening stage-right appearance of booming home prices and a skidding US dollar. These two misbehaving financial prices cannot be ignored by policy-makers or investors for too long. The Global Liquidity Cycle has already peaked and is falling: the debate now concerns how hard it falls? Will taper talk hasten the drop? Be prepared.

 

Comments

Post a Comment

Popular posts from this blog

Global Liquidity Latest: A Bigger Crash?!

-
Global Liquidity Latest: A Bigger Crash?! ·                 Central Banks are making a major error by hammering down too hard on the brake. World recession is inevitable   ·                 US 10-year Treasuries are worth buying on 3% yields, and given their prevailing yield cushion, high yield US corporates are not far off a 12-month break-even point     See our latest published research, Global Liquidity Latest – July 2022   IMPORTANT – Our email addresses are changing – emails from sender@liquidity.com will become sender@crossbordercapital.com from the 1st of July 2022. After this date emails to ANY email account ending in liquidity.com will NOT work. Please update your records before the 1st of July 2022. You may also receive a direct communication from your contact to this effect. Please feel free to contact us on info@crossbordercapital.com at any time about this change.
Read more

China and Emerging Market Liquidity December Update: China, The US Dollar and Emerging Markets

-
China and Emerging Market Liquidity Update: China, The US Dollar and Emerging Markets   Emerging Market Liquidity conditions improved noticeably in November 2023, according to the jump in our EMLI™ index to a reading of 55.1. This rise was underpinned by buoyant cross-border capital inflows from foreign investors (index 68.6); an impressive rebound in private sector liquidity generation (index 54.1), reflecting signs of firming commodity markets, and further signs of easing by regional Central Banks (index 63.7), noticeably China (index 72.1). This provides a solid base for prospective EM stock market gains in 2024.       See our latest published research, China and Emerging Market Latest GLI™ – December 2023   For further information, please contact us at research@crossbordercapital.com  
Read more