Global Liquidity Latest, July 2021: A View From Twin Peaks

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Global Liquidity Latest: A View From Twin Peaks

 

·                Peak Liquidity is underscored by de facto tightening by the US Fed, and Peak Economy is close, with activity undermined by a skidding Chinese economy

 

·                We are cautious about equities near-term because of tightening liquidity and an economic growth peak. Bond should perform better

 

 

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