The CrossBorder Capital Blog

Emerging Market Liquidity: Leading The Way…Downwards? ·                 Robust EM capital inflows suggest a potentially more stable path for EM currencies over the next 12 months   ·                 The recent sizeable step-up in Chinese liquidity injections via MTLs is unlikely to be a major policy reversal, but it is supportive and may still prove important     See our latest published research, Emerging Markets Latest GLI™ – November 2021  

Global Liquidity Update: Slump-flation in 2022?   ·                 Global Liquidity has been lately propped up by unexpected largesse from the US Fed, yet US money market flows are themselves now starting to inflect downwards ·                 European and Asian economies are sliding lower, notably China, and with no sign that the People’s Bank is prepared to offer additional liquidity support         See our latest published research, Global Liquidity Latest – November 2021  

From Tamper to Taper: Danger Signs To Watch? Or What Triggers Financial Crises?   World stock markets have enjoyed stellar gains since last year’s COVID sell-off. However, they are lately struggling under pressure from accelerating inflation, and both threats from and actual tightening by Central Banks. Could things get worse? This report looks back through five decades of history to better understand the threats to the market. Financial crises are unambiguously scrambles for liquidity. Spoiler alert: Global Liquidity is already turning lower.       See our latest published research, Global View - From Tamper to Taper: Danger Signs To Watch? Or What Triggers Financial Crises? - November 2021